RetirementGuard is independently owned and we are singularly focused on helping people keep their money safe. Our main office is located in Lakeville, CT.
Our mission is to enhance quality of life and peace of mind through the use of tax qualified traditional and asset based long-term care insurance strategies. We believe our client’s interest always comes first. If we are diligent in serving our clients’ needs- our success will follow. We work with employer groups and individuals, and our employer client list includes many of the most prestigious colleges, universities, and medical schools in the United States.
Sandy Dennis is a co-founder of RetirementGuard. Sandy is responsible for all facets of operations, and is our Chief Happiness Officer. Client happiness is synonymous with the firm’s success.
Craig Davis is also a co-founder. Craig has over 20 years experience in the long-term care insurance industry, primarily in the employee benefit realm.
We offer clients a level of specialization, service, and expertise that they will have difficulty finding anywhere else. To learn more about us, visit our other websites:
Who Cares? Kiplinger's No-Nonsense look at long-term care -- and how to pay for it. A 22 Minute Video from Kiplinger (this may take a few seconds to load)
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