Mission Vision Values


The LTC Partnership transforms the way people think about and plan for retirement.

We do this by helping them understand that this new phase of life requires different strategies than those used during their working years.

As objective Independent Advisors, we guide our clients toward the best products, services and investments for their personal situation.

By providing sound solutions and outstanding service, The LTC Partnership brand has become synonymous with integrity, knowledge and security.


The LTC Partnership prides itself in always being the first choice and trusted source to provide the very best in Retirement Planning for people in the second half of their financial lives.


  • We think big!
  • We always strive to do our best
  • We are never satisfied with the status quo
  • We are willing to make necessary sacrifices and investments
  • We are prudent and responsible with our resources
  • We take the long view
  • We are catalysts for change
  • We love to innovate and create
  • We are always on the cutting edge
  • We believe our clients deserve the best experts
  • We believe no one has all the answers
  • We prefer a team-based approach
  • We are proactive
  • We focus on results
  • We execute and follow through
  • We ask the right questions
  • We ask for feedback and adjust as necessary
  • We develop trust by focusing on our clients’ needs
  • We are effective and efficient
  • We have proven systems
  • We create reliable and consistent experiences
  • We are reachable and responsive
  • We strive to provide outstanding service
  • We treat our clients as we want to be treated
  • We make the complex easy
  • We believe that organization = confidence
  • We believe that less is more
  • We support life at all levels
  • We build and nurture meaningful relationships
  • We love supporting important causes

Gain clarity, prepare with a proven plan and live confidently in your retirement years.

The LTC Partnership, LLC treats all personal information in a confidential manner based on the highest ethical standards.
We will not share personal data or information with any individual or organization without prior authorization.
Privacy Policy | Disclaimer
The LTC Partnership, LLC