Schedule Your FREE
Cost Of Care Analysis
Whether you are dealing with a long-term care need for an aging parent or you are a Baby Boomer
looking to plan ahead for your future needs, our Long Term Care planning team will help you design
a roadmap for paying for Home Health Care, Assisted Living or Skilled Nursing Facility costs
in a tax-efficient, cost-effective way.
Our Plan of Care
4-step process:
Step 1.
Clearly define and understand
your loved one’s care needs
and develop a Cost of Care Analysis that is personalized
for you.
Step 2.
Evaluate all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.
Step 3.
Analyze facts and create a written, comprehensive
plan in a language that
you can understand.
Step 4.
We then help you implement
the plan to help achieve your
best results.
Our extend care plans will address
the specific cost concerns you have for your loved one’s care, allowing you to focus on more important areas - like providing emotional support to your family member when they need it the most.
Who we are
At we are dedicated to serving those in need of the BEST insurance & retirement planning solutions. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices.
At we are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices.
25,000+
CT Families Protected
150+
Years Experience
150+
Insurance Company Partners
We offer a vast product portfolio from ALL the
best-in-class carriers.
It’s a household name only if it works in your house. That’s why selectively partners with highly rated companies that have a demonstrated track record of success within the senior market.
Today, we have more than 150 carrier relationships that help us create a best-in-class product portfolio that addresses virtually every customer’s insurance and financial needs.
Don't let outrageous healthcare costs ruin your retirement
Don't let outrageous healthcare costs ruin your retirement
With the rising costs of long term care, it’s hard to know the best way to prepare.
At we believe in empowering you with the knowledge and guidance you need to find the best insurance solutions from the highest rates carriers so you can live retirement worry free.
With the rising costs of long term care, it’s hard to know the best way to prepare.
Health care costs shouldn’t ruin your retirement.
Here's What You'll Learn in the PDF...
At we empower you with the knowledge and guidance you need to find the best planning solutions NOW so you can live retirement worry free LATER.
We offer a vast product portfolio from ALL the
best-in-class carriers.
It’s a household name only if it works in your house. That’s why selectively partners with highly rated companies that have a demonstrated track record of success within the senior market.
Today, we have more than 150 carrier relationships that help us create a best-in-class product portfolio that addresses virtually every customer’s insurance and financial needs.
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