Maximize Your Financial Resources

Senior Living Financial Specialist is here to help you identify and maximize financial resources that are available based on your unique situation.  In a single phone call, your personal Financial Specialist will provide guidance and recommendations on resources available to you.

Yes!
I would like to have someone contact me so I can better understand options to pay for senior care!

General Form
Select One:

Do you need guidance on ways to pay for your senior living community?

We help you understand your options and ways to maximize resources available to you!​

OPTIONS TO HELP PAY FOR SENIOR CARE

TAX DEDUCTIONS

Learn about the tax deductions available to you and your family when paying for care in a community.

VETERAN'S BENEFITS

Veterans have benefits available to assist in paying for senior living with potential maximum monthly awards ranging from $1,244 to $2,295.

REAL ESTATE

You can use the proceeds from the sale of your home by listing your home with a senior-focused Realtor®

LONG TERM CARE INSURANCE

If you purchased long term health care insurance we can help you review your policy to determine if it will pay for your community.

LIFE INSURANCE CASH VALUE

If you have a life insurance policy, you may be able to transform that policy into a pre-funded financial account that will disburse a monthly benefit stipend to help you pay for long term care needs.

SHORT TERM BRIDGE LOAN

A short term Bridge Loan is a loan that will allow for you to pay for care now until permanent funding is arranged.

Schedule a Time to Talk to a Senior Living Specialist NOW