Once a plan is established we help review it annually to make sure it continues to meet a families objectives even as the law, finances and personal circumstances change. We call this annual review process the Lifetime Protection Program.  As part of the program we also review your planning for changes and make sure your assets are coordinated with your trust. We update documents and provide ongoing educational seminars exclusive for members. We also review planning so that it `will be effective if you are disabled or need nursing home care.  We want our clients to know they've made the very best decisions for their family during their lifetime and to give them peace of mind, knowing a trusted advisor will always be there for their family's needs.

"We have been extremely happy with the whole experience!"
- A.L., Natick

"Dennis provided strong direction and guidance in developing and implementing a lifetime protection plan."
- A.S., Holliston

"The experience has been excellent.  I am exteremely satisfied with the Lifetime Protection Program."
- M.D., Natick

On Tuesday, February 26, 50 members of the Lifetime Protection Program attended our event at The Wellesley College Club entitled "Planning for & Managing Changes on the Elder Care Journey".  This 2-hour seminar featured Debbie Gitner and Linda Sullivan of Elder Care Resources, who spoke about the importance of having a professional that can provide a health care plan assessment, identify potential health risks and help develop the right solution for each individual situation. 

The second guest presentation was given by David Isaacson of First Financial Resources, who spoke about how to pay for long-term care and managing changes on the elder care journey.  David focused on long-term care insurance and how it can help defray the cost of living longer by helping pay for in home care, assisted living, and a nursing home if need be.  David helped those in attendance evaluate whether long term care insurance makes sense by walking people through the various options

This was a filmed event.  If you would like to receive a copy of the DVD from this very informative program, please send us your request along with $7, and we will immediately send you your copy of this program.

If you are a client interested in joining the Lifetime Protection program, please call our office (781) 237-2815 or fill out a request through our contact us form.