Looking for a CERTIFIED FINANCIAL PLANNER™

Meet Craig Lytle, Income & Estate Planning Partners, P.A.

Craig Lytle, I & E Planning will help you determine the right amount and type of disability income insurance, life insurance, and plan for long-term care. Planning for education expenses, sustainable income, and a plan to cover healthcare expenses throughout your retirement years are my specialties.

INCOME & ESTATE PLANNING PARTNERS, P.A.

Our community of advisors is caring people with dedication and loyalty to our clients and their families. We believe you want to be spoken to in plain language, objectively, with honest advice, guidance, and empathy. No one wants to be judged or sold. You will experience first-class service and get a written plan with a specific, easy step-by-step timeline to follow in your desired area of focus.

If you are looking for guidance with insurance such as life, long-term care, or disability, we can assist you in making the right decision. We also focus on income planning broken into three phases. Retirement, education, and long-term care planning are the three main areas of focus among our staff. We can also handle any of your estate preparation.

Our process will guide you through a series of steps to consider your options, the benefits and considerations of each alternative, and our recommendations for your path forward. We are here to build our relationship so you can have the comfort and communication of knowing you're in the right hands.

HERE ARE SOME FACTS:

  • Louviers FCU Members are eligible for a discount

  • The best time to buy insurance is when you still qualify for it

  • “Medicare does not pay for long-term care, so you may want to consider options for private insurance” — Social Security Administration

  • Nearly a third of men will live past age 85¹

  • More than a fourth of women will live past age 90¹

  • The national average yearly cost of a private room in a nursing home is over $80,000.00²

  • The average cost of a one-bedroom unit in an assisted living facility is almost $38,000.00 per year²

For more information:
Call (302) 722-6000‚ email craig@iandeplanning.com, or visit www.iandeplanning.com.

¹NationalVItal Statistics Report, U.S. Department of Health and Human Services, June 28, 2010.
²American Association for Long-Term Care Insurance, 2010 AALTCI Sourcebook.