Senior Financial Planning
For Your Long-Term Care Journey
Yes, the long-term care industry is complex.
Senior financial planning involves a lot of unknowns. With so many in-home services and care communities available, anticipating how to best meet a senior’s care needs can be challenging and time consuming. Understanding the related costs adds another level of stress and emotional burden on you and your family.
We help by organizing the many financial planning options available to you, including:
- Existing/pre-planned long-term care financing
- Personal financing and insurance strategies
- Federal entitlement programs including Medicare and Medicaid eligibility
- Veterans’ benefits
- Tax deductions associated with the cost of care
- Power of attorney support and necessary legal documents
- Understanding family dynamics
- Educational resources that help seniors and their families
Our team can help you find and qualify for options that you may not know exist, such as veterans’ income assistance programs, state and federal programs for prescription support and even Medicaid. We’ll help you utilize all available benefits to provide a powerful backstop for the financial toll of your long-term care needs.
Learn more about our solutions:
Let us ease the stress of your care journey
Reach out to a team member at Longevity Income Solutions for a no-cost consultation on how you can take back control of your assets and care costs.
Testimonials
Our Clients Mean Everything to Us
Susan S.
“I was referred to Michael and Jon shortly after my dad passed when I began to worry about how to properly plan for my mother’s future care. They are angels in disguise… and I couldn’t be more serious! To say they lifted a huge burden and made all the unknowns less scary is an understatement.“
Mark P.
“Jonathan and Michael were the light that guided my family through a rough sea. They were a vault of information and guided us through the home-care/long-term care and financial side of providing care for our mom without her losing her home. I can not recommend this company enough. They really helped us navigate a world my family had no idea where to start.”
Stewart S.
“Longevity, is the only company in the country that offers creative solutions for elderly and ill people, that can really help. The other remarkable thing about Jonathan and Michael is that they really care. They would not, and did not, offer a product that was not beneficial to my aunt. They are not there to just sell their product.”
GUIDANCE AND INFORMATION
Still Active, Still Planning: Why Your 60s Are the Perfect Time to Build a Care Plan
Your 60s are the ideal time to take control of your future. Still Active, Still Planning outlines clear steps to build a care plan that connects your health, home, and finances—so you stay independent, informed, and in control as life evolves.
More Than Money: Why Early Planning Protects What Matters Most Copy
When we talk about planning for aging and care, too often the focus stops at dollars and cents. But real-life outcomes show that early, holistic planning protects far more than wealth. It safeguards dignity, independence, family cohesion—and gives you choices when circumstances shift.
The High Cost of ‘Someday’: Why Families Regret Putting Off Planning
Every family thinks they have more time. But waiting until “someday” often means paying more, losing options, and placing enormous stress on loved ones.
Proactive planning is the difference between chaos and confidence. Between crisis-driven choices and intentional decisions. Between regret and peace of mind.