Fiduciary advisory services serving Massachusetts.

Norwell, MA | Boston, MA

long-term care strategies


We can help plan for the unexpected, so it doesn’t derail your lifestyle and drain your income. 


Growing older is a fact of life and healthcare concerns often increase with age. People can choose to live a healthier lifestyle in an effort to reduce the risk, but you can’t avoid the risk completely with any certainty. It’s easy to not think about the probability of a health incident hitting you or your loved ones, but that does not lessen the chances of it happening.


Unfortunately, the odds do not favor ignoring planning, given that it’s estimated that about 70% of individuals over age 65 will require at least some type of long-term care services during their lifetimes. 20% could need five years or more of care. (US Dept of Health and Human Services; see Long Term Care.) Let us help you and your loved ones make a plan for the unexpected so it doesn’t derail your lifestyle and drain your income*.


* https://acl.gov/ltc/basic-needs/how-much-care-will-you-need#:~:text=Someone%20turning%20age%2065%20today,for%20longer%20than%205%20years

How we help


You have spent your life saving and we want to make sure we’re doing everything we can to protect your assets.

THe next step?

Ready to take


For more information about any of the products and services listed here, schedule a meeting or register for a webinar.
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