Tate Financial
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is an independent, family-owned business serving the financial, retirement, and insurance needs of our valued clients since 2003. Tate & Associates. Our principle, Jimmy Tate, is a retired U.S. Army Major with over 45 years of experience in the insurance and financial services industry who specializes in retirement income and planning solutions.
07/10/2023
04/24/2023
03/18/2023
Did you know there are annuities that can be used to pay for long-term care? If your tax-deferred annuity doesn't offer this benefit, we should talk.
03/08/2020
THERE'S AN ALTERNATIVE TO BUYING EXPENSIVE LONG-TERM CARE!
Delay or avoid the dreaded nursing home...
Seniors are living longer than ever before. Statistics show three out of four seniors will need some form of homecare in their lifetime. The solution most people are aware of is a Long Term Care nursing home policy. Even seniors who appear healthy are rejected because of their health. And these days, Long Term Care policies are primarily written to people ages 45 to 64. So for people 65 & older, now what do you do?
03/22/2019
The median cost of home health care is $45,000 per year. Just a couple years could have a significant impact on your savings.
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1028 Dabney Drive
Henderson, NC
27536
