Financial Solutions


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.

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