Brad Tisdale

SPECIALIZING IN LONG-TERM CARE PLANNING SINCE 1995

SERVICE
Through the strategic use of traditional and hybrid long-term care
insurance we create customized solutions to:
• Safeguard families’ incomes and assets
•Reduce the daily burden of care giving on family members
* Provide monthly cash flow to pay for care at home or in a facility
• Efficiently transfer wealth to children and grandchildren

VALUE
We take a consultative approach by asking relevant questions and
listening to what is important to you. We also:
• Shop the market for the insurance company that best suits your
individual needs and budget
• Customize solutions that provide you the best value for the dollar
• Review your existing coverage to make sure your policies are
performing as expected and competitive in today’s market
• Collaborate with your family and trusted advisors

TRUST
Brad was a pleasure to work with. Despite us being slow to make
decisions about insurance he was always patient in explaining the
different scenarios to us. Brad looked at our situation and came up
with options we would not have thought of which was very helpful.
We never felt pressured and enjoyed him both for his insurance
expertise and as a person.”
– Katherine K, Santa Ynez Valley

For many years we have trusted Brad Tisdale to assist our clients
with their insurance needs. His professional and consultative
approach fits well with our clients and advisors.”
-Seth Streeter, Principal & Co-Founder of Mission Wealth Management