Financial Advisor Referral Partner Program
When a client’s financial plan intersects with long-term care decisions, a senior placement specialist is the professional resource that fills the care planning gap.
Financial advisors increasingly find that long-term care planning is unavoidable in retirement planning conversations. But when a client’s parent needs placement now — or when the client is starting to think about their own future care — the specifics of Texas care costs, Medicaid, and care setting options are outside most financial advisors’ expertise. A referral to a senior placement specialist gives your client accurate, current, Texas-specific care information that protects the quality of their financial plan.
Why Partner With Erika
Current Texas Care Cost Data
I work with families and facilities daily — I have accurate, current cost data for assisted living, memory care, and skilled nursing across Texas markets that no financial planning model can match.
LTC Insurance Coordination
I work with families who are using long-term care insurance policies to fund placement. I help them understand how their benefits apply and what care settings their policy covers.
Bidirectional Referrals
When placement families need financial advice — particularly around LTC insurance, spend-down, or liquidating assets to fund care — I refer them to trusted financial advisors.
How It Works
Client has an immediate or near-term placement need
A client’s parent needs placement now, or the client is planning ahead for their own future care. You refer them to me for a care planning conversation that complements the financial planning work.
I provide care cost and option education
I give the family accurate, current Texas care cost data, explain the continuum of care options, and help them understand how their financial resources apply to real care decisions.
LTC insurance benefit coordination
For clients with LTC insurance, I help them understand how their policy benefits apply to specific Texas care settings — simplifying the benefit activation process.
Ongoing professional relationship
I refer back to trusted financial advisors when families I work with need financial planning support. A referral network that serves shared clients builds over time.
Common Questions
Related Partnership Pages
Ready to Connect?
Whether you want to add your community to my referral network or discuss a specific family in need of placement, I’m easy to reach and respond quickly.
Start the Conversation