We Provide All the Services You Need All in One Place
Protecting against risks and pursuing a meaningful life in retirement requires planning and preparedness. Planning and preparedness are best achieved when you have access to the helping hands of multiple professionals, representing the broad range of services necessary for a rewarding retirement.
The LTC Partnership has built a comprehensive network of experts who serve the multiple needs of seniors and their families, and the best news is they are all in one place to make it easier for you.
Familiarize yourself with our service offerings and discover how we can help you experience retirement with clarity, confidence and certainty.
SERVICES
Retirement & Income Planning
It’s not just about having a portfolio. It’s about solving for income — about ensuring you will have enough money to last you throughout your life. We can help you achieve that goal.
Investment & Wealth Management
No two lives are the same. Plus, circumstances change. We understand the need for a personalized approach and holistic perspective to your money management and the agility to stay ahead of change.
Tax Planning
Taxes are a certainty. But you may be paying out too much to Uncle Sam. We’ll help you cut your tax bill by factoring taxes into all your financial decision-making.
Legal Services
Without a plan, your retirement vision can fall apart. Our legal team can help you plan with certainty to experience the peace of mind you need for a fulfilling retirement journey.
Life Insurance
Living in the present is great for everyday living—not when it comes to protecting your family long-term. Our life insurance solutions can safeguard your family’s future and ensure your serenity now.
Long Term Care Options
Scientific innovations extend life but come with astronomical care costs that can drain your assets. We’ll put a plan in place that helps to eliminate caregiving burdens and protects your savings.
Social Security Planning
You can leave a lot of money on the table when you’re confused about how and when to file for Social Security. Rest easy. Our advisors will ensure you receive all the earnings you deserve.
Medicare & Health Insurance
Medicare’s myriad insurance options make choosing the right plan overwhelming. Our advisors will cut through the information overload and suggest the plan options that best match your unique needs.
Real Estate & Home Equity Solutions
Whether to downsize or age in place? The question haunts you. Our professionals can guide you—options to execution—and help you comfortably settle in to the place you’ll call home.
Aging & Longevity Services
Are the uncharted waters of the second half of life leaving you adrift? Our longevity advisors can help. We’ll connect you with the longevity services and support for smooth sailing and purposeful, meaningful living.