What is your clients' plan to address

Healthcare In Retirement & Long-Term Care?

Simply put, a client's comprehensive financial, retirement, risk management, and estate planning is incomplete until that question is answered!  

With the demographic shift taking place in the United States, consumers of all ages are looking to their advisors to help them begin this planning process. As an advisor, you likely understand the importance of planning for Healthcare In Retirement and future Long-Term Care needs, but you may find it hard to bridge the gap between your advisory role and addressing the unique nature of this specialized area of planning.

 

INERTIA understands the needs of today's

advisor and we are ready to help....

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

INERTIA is committed to facilitating the accessibility and usability of its Website for persons with sensory disabilities. To accomplish this, we will be implementing the relevant portions over time of the World Wide Web Consortium’s Web Content Accessibility Guidelines 2.0 Level AA (“WCAG 2.0 AA”) as its web accessibility standard, which allows the Website to be more accessible to persons with sensory disabilities. Until such time as our electronic upgrades are complete, if you have difficulty accessing our website to obtain information or for any other purpose, please call (727) 722.7726 for assistance.