Brian Ott is the founder and manager of 525 Advisors LLC, a distinguished independent insurance firm that specializes in long-term care planning, disability, and life insurance. With a commitment to safeguarding the financial futures of individuals and families, Brian leverages his expertise as a Certified...
Brian Ott is the founder and manager of 525 Advisors LLC, a distinguished independent insurance firm that specializes in long-term care planning, disability, and life insurance. With a commitment to safeguarding the financial futures of individuals and families, Brian leverages his expertise as a Certified Long-Term Care Planning Specialist (CLTC) to provide tailored solutions that address the unique needs of his clients. His firm, operating under the brand 525LongTermCare.com, focuses on innovative asset-based long-term care plans that not only guarantee tax-free coverage but also offer clients the opportunity to recoup their investments if they do not require long-term care or choose to cancel their plans.
At 525 Advisors LLC, Brian is dedicated to educating clients and small businesses about the importance of comprehensive long-term care planning. He collaborates closely with trusted advisors to implement strategies that protect clients from the financial burdens associated with long-term care needs. One of his key projects involves aligning planning efforts with the State Partnership Program, which empowers clients to safeguard their assets from Medicaid spend-down requirements. This initiative not only enhances financial security but also provides peace of mind for families navigating the complexities of long-term care.
Brian's extensive skill set encompasses financial risk assessment, financial analysis, and small business financial management, making him a valuable resource for clients seeking to navigate the intricacies of insurance and investment properties. His ability to communicate complex concepts effectively is further demonstrated through his experience as a conference speaker, where he shares insights on long-term care planning and financial strategies. With a passion for helping others, Brian Ott continues to make a significant impact in the field of long-term care planning, ensuring that clients are well-prepared for the future.
