Industry: Social Services

O’Grady & Associates, Inc. is a trusted resource in the Social Services sector, with a focus on helping individuals and families navigate key life transitions through comprehensive retirement and long-term care planning. While primarily recognized for financial planning, the firm’s services extend into supporting the emotional and social wellbeing of clients—particularly older adults and their families—through strategic preparation for healthcare, aging-in-place strategies, and end-of-life planning. Their holistic approach is rooted in empathy and a client-first philosophy, ensuring that each plan aligns with the client’s values, lifestyle, and long-term goals.

The firm stands out for its specialized support for seniors, helping them maintain independence and dignity by integrating financial tools with available social programs and community resources. Through one-on-one consultations, O’Grady & Associates guides clients through complex systems, such as Medicare, Medicaid, long-term care insurance, and elder care service coordination. Their educational workshops and resource materials also serve the broader community, equipping caregivers and loved ones with valuable knowledge to handle future challenges. By combining financial expertise with a clear understanding of human needs, O’Grady & Associates becomes more than a planning service—it becomes an advocate for aging with intention.

Key Services:

– Long-term care planning for older adults and families
– Retirement income and resource coordination
– Guidance on Medicare, Medicaid, and eldercare options
– Strategic caregiver and aging-in-place support
– Community education and workshops on aging-related topics
– Client advocacy for healthcare and care planning decisions