Case Study:

 

SENIOR CARE SERVICES – SUDDEN ILLNESS

Ms. Allen lived alone; she was totally independent, paid her bills and managed her own investments.  Her doctor recommended a surgical procedure and after being dismissed from the hospital, she had care visits from a home health agency but she felt worse and worse.  She was worried she might be at the end of her life and called her CPA, who was very concerned and contacted Broadway Bank’s Wealth Management Division.  A wealth advisor called on Ms. Allen in her home.  The wealth advisor arranged for an attorney to visit Ms. Allen and the attorney prepared a Will, Living Trust, Medical Power of Attorney, Durable Financial Power of Attorney, and Directive to Physicians for her.  Arrangements were made for Ms. Allen to go to a rehab center.  Broadway was named trustee of the living trust and as trustee, Broadway managed her home, paid her bills, reviewed her investments, organized all her records, and visited her to update her about everything that was being done.  After four months, Ms. Allen’s health improved; she went home and returned to her life as it was before her surgery except for one change - she kept her funds with Broadway Bank’s Wealth Management Division and we have continued to provide her with the same services for the past eight years.

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

 

 

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1177 N. E. Loop 410, San Antonio, Texas 78209