Senior Planning

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.


Medicare is the federal health insurance program that pays for a variety of healthcare expenses for people who are age 65 or older, younger people with disabilities, and/or people with approved medical conditions. Learn more about Medicare and how it could apply to you.


Assisted Living

Long-term retirement houses provide a type of residential care for people who require continual nursing care and have significant difficulty coping with or managing daily living activities.


Continuing Care Retirement Communities

Continuing care retirement communities (CCRC) are retirement communities that offer residents a continuum of care with accommodations for independent living, assisted living, and nursing homes. Click below to see a selection of CCRCs in the area.