Our Mission Statement Over the past seven years, I have developed a passion for helping families and business owners with long term care plans that minimize the financial, physical and emotional stress of care giving.  I am committed to strategies that include a wide range of care options that will perform under all situations.  My clients and I create a sound, customized plan that can be enacted by the family both emotionally and financially.  The benefit to my clients is the assurance that they are doing the very best they can to protect their spouse, children and their hard earned assets while providing dignity, independence and the highest level of care to the recipient in the location of their choice. About Jonathan Schwartz, CLTC Jonathan Schwartz started his career in the financial services industry in 1995 as an investment advisor.  After seven years he felt it was time for a change and left the investment world to become a full service financial planner.  He joined Cowan Financial Group, Mass Mutual's top agency, in October of 2002.  While at Cowan, Jonathan began offering a full range of advice, from college planning and life insurance to disability insurance and retirement planning.  He also began implementing various group benefit packages to small and midsize companies. It wasn't until 2004 that Jonathan found his true calling and began specializing in Long Term Care Insurance.  He received the CLTC designation later that year and began working with not only individual clients, but small and midsize businesses as well to educate and offer them what he calls "the most important, yet overlooked worksite benefit" Aside from holding the prestigious CLTC designation, Jonathan is a member of the American Association of Long Term Care Professionals, the National Care Planning Council and the Rockland Business Association.  He also sits on the board of the Jack Martin Fund.  He is often asked to speak at local events, has had several articles published and has been quoted in national publications.

Site Map