We have a proven track record of working with advisors and their clients to navigate the Long-Term Care
planning process, ultimately helping to implement industry-leading, consumer-oriented planning solutions. Regardless of your advisory role, we will work with you to help you shift the
significant and potentially catastrophic risks associated with Healthcare In Retirement and Long-Term Care, away from clients and their families, ensuring multi-generational financial
security and enhanced client relationships.
Thank you for visiting our site and taking the first step.....
"How can financial advisors possibly fulfill their fiduciary responsibility to clients today without an intimate knowledge of
the health aspects impacting both their physical and financial lives?”
Dr. Joseph Coughlin
Executive Director, Massachusetts
Institute of Technology - AgeLab