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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Office: (914) 273-6800

Fax: (914) 273-6806

80 Business Park Drive

Suite 108

Armonk, NY 10504

helen@theadvisory.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Income & Asset Advisory, Inc. (IAA) form CRS. IAA is a SEC registered investment adviser. IAA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. IAA's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of IAA's web site on the Internet should not be construed by any consumer and/or prospective client as IAA solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by IAA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of IAA.  A copy of IAA's current written disclosure statement discussing IAA's business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from directly from IAA upon request at no additional cost.  Please call (914) 273-6800 to request a copy.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Securities offered through Osaic Wealth Inc. Member FINRA/SIPC.

Investment advisory services and financial planning provided by Income & Asset Advisory, Inc.

Income & Asset Advisory, Inc. is not affiliated with Osaic Wealth, Inc.

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