Apex Asset Management, David Cole

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Eldercare Resources

about Nonmedical Home Care about Home Health Agencies about Hospice Care about Medical Equipment about Home Maintenance about Veterans Benefits about Medical Alert about Geriatric Medical Care about Care Management about Reverse Mortgages about Elder Law & Medicaid about Estate & Trust Planning about Financial / Insurance Help about Seniors Relocation SRES about Nursing Homes about Adult Day Care about Assisted Living about Alzheimer's Care about Funeral & Burial Planning

The Eldercare Resource Articles above are written to help you understand the need for and the process of planning for long term care.

There are four key steps to successful long term care planning.
1. Knowledge & Preparation
2. Proper Funding
3. Using Long Term Care Professionals
4.Creating a Personal Care Plan and Choosing a Care Coordinator

Apex Asset Management, David Cole

David Cole Apex Asset Management functions as a resource center for our clients. Our firm is solutions-based, taking a team approach to our clients' financial affairs. After identifying your specific needs, we design a customized plan to assist you in meeting your goals. We want to arm you with the information you need to make informed decisions about your family's future. Let us share our expertise with you in the following areas:

Veterans Benefits
We specialize in helping veterans, their spouses or their widows obtain valuable benefits to help pay for home care, assisted living care or nursing home care...up to $23,388 per year! Let us develop a strategy to help you qualify for the benefits you are entitled to. We may be able to tell you over the phone if you qualify, or what steps you need to take to qualify.

Retirement Income & Legacy Planning
Has there ever been a more important time to be thoughtful and careful with your money? We provide clarity, sensible choices and guidance to your financial affairs.

Estate Planning
We take a team approach in the Estate Planning arena, working with qualified Attorneys, Accountants and other Professionals to assist families in this critical area of planning.

Medicare Benefit Options
We have an extensive background and experience with Medicare Part A, B, C and D and can help you understand your benefit options within Medicare and with the multitude of Medicare Supplements that are available.

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service area
	Proudly Serving Raleigh and surrounding areas is Wake, Chatham, Lee, Alamance, Durham, Orange, Caswell, Person, Granville, Franklin, and Vance Counties.
contact us
	David Cole VA Accredited Claims Agent Apex Asset Management 5540 Centerview Drive, Suite 200 Raleigh, NC 27606 Phone: (919) 424-6338 Toll Free: (877) 787-3434 Email: davidcolenc@gmail.com Web: www.apexfsgroup.com
Director with the NcSCC
	Regional Director of the Raleigh-Durham Regional Senior Care Group with the North Care Planning Council.
Member of the NcSCC
	Member of the Pembroke-Fayetteville Regional Senior Care Group with the North Carolina Senior Care Council.
about the NcSCC
	The North Carolina Senior Care Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.