Relaxed and Comforting

It is my privilege to recommend Kathleen Lipscomb as a planner (both for financial and long term care) for your aging parent. We had no idea where to start; her wealth of knowledge with retirement homes in the area was much appreciated. Kathleen recommended several long term care facilities that best fits the needs of my wife’s mother, who suffers from Parkinson’s disease. Her demeanor is very relaxed and comforting; it definitely helps with sorting out all of the different paths one could take.

Finding out about benefits that our community and other surrounding towns offer to senior citizens was also a plus. She knew where to start, who to contact, and made it a very pleasant experience in doing so. I would recommend her to anyone that needs help organizing the complexities of navigating senior lifestyle situations, especially Medicare policies that are ever-expanding and seemingly more difficult to understand. She is extremely compassionate and completely trustworthy. My family has known her for over 30 years and feel so fortunate to have assistance in this difficult and uncertain time.

We are confident that you will be as happy with her work as we were.

– Rob Monastero