Our Firm

Longevity Planning specializes in income and asset protection that will last a lifetime.  We are a team of dedicated advisors that bring over 50 years of experience to the families and businesses of New England.  Our clients turn to us for their long-term care, health care, disability income and life insurance needs.

 

Working with Longevity Planning provides a unique experience.  To us, purchasing an insurance policy isn’t a transaction- it’s an ongoing relationship.  This relationship starts over a cup of coffee at our office and getting to know you and your concerns.  Some people avoid insurance planning because they think it’s confusing, overwhelming and costly – your experience here will not be.

 

We take pride in being approachable, trustworthy and knowledgeable.  We also take the time to make sure you understand your options.  Our advisors have access to the nation’s top rated insurance carriers and we have the tools to tailor the most creative, innovative and cost-effective insurance plan for your family.  For over twenty years our clients have left our office knowing they have made the right decision about their insurance needs.  The relationship doesn’t stop there.   We stay with you – to review your policies, answer questions and to give sound, unbiased advice.  Our holistic approach also involves your legal, tax and financial advisors in the planning process.  By working as a team, your trusted advisors can better help you achieve your goals.

 

Call today to see how comfortable and confident you can feel about the future with Longevity Planning!

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