Longevity Income Solutions

"It was a difficult decision to move my parents to a senior living community. Jon & Michael were life savers. They took the scary, overwhelming unknown & organized, planned and provided us a roadmap for our senior living journey. Not only did they provide solutions to pay for this significant expense, but they were compassionate in helping get legal and medical documentation in-place for our family."

"We brought my 91 year old dad up from Florida when he started needing help in everyday things and could not live alone. Longevity Income Solutions helped us find the right place for my Dad to live, shared their partners with us- a lawyer to do the POAs and will and a company that helps people get the benefits they’re entitled to from the Veterans Administration. They even introduced me to someone who took care of getting my dad’s health insurance. I could never have done all this alone. I liked that it was all under one roof and relieved a lot of stress with the myriad of things that came up everyday.. They always had my back. I am very grateful for Jon and Michael, their vast experience, their network of good people in the industry and their authentic caring."

"Best decision I ever made was to have these two great guys manage my money! The services they offer are wonderful and so so helpful. They take away the stress❤️"

"Longevity Income Solutions has been invaluable in helping with my sister and her financial journey as we deal with Alzheimers: they have supported us since 2017. Additionally, they support my husband and I with our financial planning and again have been a great support. Trust is hard to earn with us since we are both retired CEOs, but Longevity has earned that trust. We refer them whenever asked about financial planning or Alzheimers support because they care and are such professionals in this field. Thanks Longevity ! Sincerely, Helen and George E"

"The Longevity Group has done a wonderful job with my clients. They take the time to understand the persons needs and make sure they are set up for financial success. Thank you for your wonderful service!"