Helen E.

“I would like to thank you for your support in helping me navigate through all my options and reaching a holistic financial solution for my sister who is afflicted with Alzheimer’s disease and other adverse health conditions. So many people distrust “financial planners” and lump them into a “salesman” category and in the past, I have been one of those people. Also, I work in the financial services industry and initially had a kind of an attitude that I could or should be able to get through everything I needed to do “alone.” After all, I am an intelligent person. Purely by a stroke of luck, I attended one of your seminars at the facility where my sister was in rehab and I reluctantly agreed to meet with you for a short period of time. Well, I came to realize who you really were and what you could do to help me.     

I cannot truly express my appreciation. Using your years of experience in the senior health care industry combined your knowledge and expertise in creating an appropriate financial strategy covering all the immense possibilities of what my sister will need at all levels of care, you  clearly took your time with me and explained all the pros and cons of every sophisticated option.

Additionally, you went above and beyond and helped me in finalizing the best care facility to meet her extensive needs. You both definitely understood the challenges I was faced with in both determining her care needs and then funding those care needs accordingly.   

Further, you made yourselves available around my work schedule when I needed support in dealing with many other intertwined services related to long term healthcare, residency, home sale, realtors, moving company, antique sales, insurance, and taxes. You have the “inside track” so to speak so you were already familiar with and also in the ‘same circles’ where I was investigating. You absolutely helped me to feel that I became successful in handling the financial and emotional security needed for my sister’s care.  You provided a level of service that is so rare among all service industries and it is obvious you truly care about those you help.  

I unconditionally and highly recommend Longevity Income Solutions. Thank you for everything!”