A retirement community offering solutions.

We can help you sift through the many choices and offer the wisdom of our experience. Begin by clarifying three factors: health needs, lifestyle options and financial resources.

These tools will help:
Needs Assessment Checklist
Lifestyle Options Checklist
Financial Resources Checklist

Evaluate the senior’s current—and future—physical and health needs. If home is no longer an option:

• Determine your lifestyle and location preferences.
• Lifestyle.
• Are you looking for a campus? A residential home? A religious or fraternal facility?
• Location is key. To be near your current home and friends? Near your family?

It’s time to fully understand what you have and what you can afford. Beyond annual income, your savings and investments, real estate (minus any mortgage, home equity loan or taxes) and, if applicable, the cash flow from long-term care insurance. Keep in mind that Medicare covers only a small percentage of home care or skilled nursing. If you qualify, Medicaid may be available to help. We recommend that you consult with your accountant and/or attorney.

Get the big picture of the many living options for seniors and take advantage of the many tools we provide to help you move forward more easily.