Case Study:

SENIOR CARE SERVICES – SPOUSE’S DISABILITY

Mr. Cate started a business which became very successful.  He and his wife retired and enjoyed their children and grandchildren.  Then Mrs. Cate developed Alzheimer’s.   Mr. Cate’s health began to decline and he could no longer supervise the business and care for his wife.  One day, Mr. Cate drove by Broadway Bank; he stopped and went to the Wealth Management Division.  He was looking for an easier way to manage his assets and to have bills paid.  His children could manage the business but he wanted more time to spend with his wife.  Throughout Mr. and Mrs. Cate’s lives, Broadway worked with their children to provide the services Mr. and Mrs. Cate needed and to assist the children in caring for their parents.  Broadway Bank managed Mr. and Mrs. Cate’s assets until his death and continued to manage Mrs. Cate’s assets until her death. 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE