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Financial Planner

When a loved one moves into a senior living facility, there are a lot of financial choices and changes to consider. Calculating the costs, both immediate and future, is of utmost importance so your family member can live with comfort and relaxation minus the stress of financial uncertainty. A consultation with a professional financial planner can put your mind at ease and help you map out a path that is unique to your current and future needs.

GETTING STARTED

ASSESSMENT

Call to speak with a Senior Care Advisor, who will complete an over-the-phone consultation with you to help us understand your physical, financial, and geographic needs.

MAKING THE MATCH

We will explain the various Senior Living and Care options available to you and match you with the options that best meet your needs and preferences.

COMMUNITY TOURS

On our complimentary guided tours, a Senior Care Advisor will personally drive you to the senior living option that you select. All senior living communities have been pre-screened and evaluated by Placement Helpers to ensure a high quality of care.

KEEPING IN TOUCH

We will be in touch with you throughout the entire process, helping you with any questions or concerns you may have and can speak with communities on your behalf. Once you or your loved one has moved in, we will follow you up to make sure you are highly satisfied with your new community.

Contact Us to Find Financial Planner Near You

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