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How will you age in place?

We can help you make a plan.

We’re here to help you and your loved ones plan now for how and where you will age in place.

Is aging in place planning or family caregiving more complicated and stressful than you thought?

Are these decisions being delayed?


Are family and work commitments limiting the time you spend planning for your future aging needs, or getting your older family members the support they need now? Our services and products connect you and your family with qualified professionals who offer a variety of aging in place and caregiving services.


How to get started:
We begin with a no-obligation phone conversation to learn about your goals and challenges. Based upon your input and needs, and with your permission, we will tailor an aging in place service package and pricing. Once you accept the service package, our aging in place partners will provide you the services and products that meet your needs. You have the choice to manage the services or let us manage them for you, and will price them accordingly.​

Important topics we’ll explore with you before creating your services package

  • Your asset and financial planning needs, e.g. long-term insurance, asset protection

  • Need for creating legal eldercare documents, e.g., power of attorney, medical directives, wills, family trusts

  • Need to find a qualified home care agency

  • Need to find home remodelers and renovators

  • Need to find aging adult, senior living or assisted living housing options

  • Securing important health and family legal documents


Your aging in place services package may include some or all of the following:

  • Financial and legal planning to address your future needs

  • Advice and information to help you decide where and how you will live when you retire

  • Solutions to help you monitor your loved ones from a distance

  • Options to integrate home protection and security systems

  • Selection, installation, setup and tutorials to use the latest voice-activated Amazon Echo, Apple Home or Google systems

  • Solutions to brighten and automate your or a loved one’s home: interior and exterior devices lighting, remote control, temperature

  • Advice, selection and installation of safety devices that can help prevent falls in kitchens, bedrooms and bathrooms. These may include ramps, elevators, chair lifts; flooring, furniture, and accessories

  • Phone or video calls with our advisors to help you implement your aging in place plan and/or manage your caregiving responsibilities for a loved one.

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