Top long-term care insurance financial advisors in Round Rock, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering long-term care insurance if you're planning for potential future health needs that could require extended care at home or in a facility. Without expert guidance, it's easy to underestimate the costs or choose coverage that doesn't align with your personal health risks and financial goals.
- Policy coverage details. Ask how the advisor evaluates what types of care and services the insurance should cover to match your likely needs.
- Cost-benefit balance. Confirm how they help weigh premium costs against potential benefits, including inflation protection and elimination periods.
- Integration with your finances. Look for advisors who consider how long-term care insurance fits with your overall financial plan, including property tax impacts in Texas.
- Claims process insight. Inquire about their experience guiding clients through filing claims and managing policy benefits effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Susan F
Series 63, Series 65
Austin, TX
Faykus Financial, LLC
Susan Faykus offers expertise in long-term care insurance combined with 14 years of industry experience and a focus on high-net-worth clients in the Austin area near Round Rock, TX. Her firm provides diversified asset-class allocation strategies and family governance services with flexible fee options including flat fees and hourly rates, distinguishing her from advisors with more traditional fee structures or narrower service scopes.
Experience: 14 years
Avg account: $528,008
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Joshua F
Series 66
Cedar Park, TX
Equity Services, inc.
Joshua Ford's expertise in long-term care insurance and retirement plans for business owners suits clients in Round Rock, TX, planning for extended health care needs. His affiliation with Equity Services, Inc., a large firm offering flat-fee financial planning and diverse investment platforms, provides a structured approach that balances long-term allocation strategies with flexible trading options, distinguishing him from other advisors in the area.
Experience: 9 years
Avg account: $221,971
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Bobby C
Series 63, Series 65
Austin, TX
Realta Investment Advisors, Inc
Bobby Cowand's 33 years of experience and expertise in long-term care insurance make him well-equipped to address the complexities of planning for extended health needs in the Round Rock area. Operating from Austin, TX, he offers flat-fee financial planning through Realta Investment Advisors, a firm managing $343 million in assets with 54 advisors, providing access to both advisor-directed and third-party investment programs.
Experience: 33 years
Avg account: $311,930
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Daniel D
PFS™, Series 63
Austin, TX
Austin Wealth Management, LLC
Daniel Davila III specializes in long-term care insurance and retirement income strategy, offering tailored financial planning from his Austin-based firm. With 34 years of experience and a flat-fee structure ranging from $2,500 to $20,000, he serves individuals and high-net-worth clients using a planning-first approach and diversified portfolio management, distinguishing him from advisors with different fee models or less comprehensive service offerings.
Experience: 34 years
Avg account: $1,079,470
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Alison C
Series 65
Austin, TX
Cerity partners LLC
Alison Cassorla's expertise in long-term care insurance and wealth management, combined with her experience at Cerity Partners LLC, positions her well to address complex insurance needs in Round Rock, TX. Her flat-fee structure and focus on high-net-worth clients differentiate her from others by offering tailored financial planning within a large firm managing over $126 billion in assets.
Experience: 4 years
Avg account: $4,574,620
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