About
Our Story
LTC Partner Pro was born out of a personal experience and a recognized need within the financial advisory community. For years, our founder, Jared Williams, worked as an investment advisor helping clients prepare for retirement. While he was helping them plan for their golden years, he was also watching the physical, emotional, and financial toll that long-term care can take on a family.
Jared’s own mother managed the care for his grandmother, a commitment that required countless hours and immense stress while balancing a full-time job and caring for her own family. The situation was a powerful lesson in the importance of proactive long-term care planning, especially when the last of the family’s land had to be sold to cover the costs of care. This experience instilled in Jared a deep-seated passion for helping families protect their assets and preserve their dignity.
A Partner for Financial Professionals
Inspired by his personal journey, Jared sought to find an LTC partner to help his clients. He quickly realized that the “experts” at his broker-dealer’s brokerage were unable to effectively explain the products they were recommending. This highlighted a significant gap in the industry: financial professionals understood the importance of LTC planning but lacked the specialized knowledge, bandwidth, and product access to serve their clients effectively.
Jared transitioned his career to exclusively focus on long-term care solutions and earned his Certification in Long-Term Care (CLTC) designation. He also became a proud partner of LTC Producers Group (LTCPG), a national collective of long-term care specialists. He created LTC Partner Pro to fill the gap he experienced himself—providing financial advisors with a trusted, back-office partner to deliver expert guidance and solutions in long-term care.
Our Mission
Our Mission
Our mission is to empower financial advisors to confidently and efficiently provide comprehensive long-term care planning for their clients. We do this by serving as your out-sourced LTC experts, allowing you to strengthen client relationships, protect retirement assets, and fulfill your fiduciary duty without adding to your workload.
We believe that comprehensive planning means preparing for every possibility. Long-term care is one of the most significant risks to a client’s retirement, and we are committed to providing the knowledge, tools, and support necessary to protect them.