Financial security is important to ensure the well -being of Seniors through their retirement. Senior Care can be costly. Whether remaining in home or transitioning to a retirement community, it is critical to have a plan in place to make sure finances are in order. Senior Circle can conduct a financial assessment to ensure they are prepared for the future.
Compare and contrast housing costs and living expenses, current and future.
Identify ways to restructure assets and provide additional income(VA, Medicaid Annuity, Miller Trust)
Identify and coordinate process to improve asset organization and yield.
Estimate value of personal property and approximate proceeds from downsizing.