Senior Care

Elder Care Planning

A large percentage of our population is now over the age of 65, and living well into their 90’s.  As they age, the “baby boom” and “swing” generations state their primary goals are to maintain their independence and not to be a burden on their loved ones.  Additionally, these aging adults are interested in options of to ridding themselves of the hassles of home ownership while not losing all the equity they built up over the years.  Unfortunately their goals are threatened by the fears like cognitive impairment, the possibility of needing long term care, and finding a planner who truly understands their current stage of life.

At Horizon Ridge Wealth Management, our team has caringly guided hundreds of individuals and families in evaluating and implementing aging options like:

  • Independent Living
  • Home Care
  • Assisted Living or Memory Care
  • Evaluating long term care funding options
  • Reviewing of different living arrangements that fit within their financial constraints
  • How to manage drawdowns and maintain a balanced budget over time
  • Working with an elder care attorney to construct an appropriate end of life estate plan

It is very important to our team that our clients can rely on us as we guide them through this last stage of life. At Horizon Ridge Wealth Management, our team has years of experience addressing many senior care issues that may affect you or your parents.  Throughout our process we do not provide legal advice.  However we can work with you and your elder care attorney to design an spend down plan to utilize your assets appropriately.

Finding the Right Senior Housing Options for You or Your Loved Ones- Horizon Ridge Wealth Management

Develop a plan of action for your family

At Horizon Ridge Wealth Management, our team has years of experience addressing many senior care issues that may affect you or your parents.  While we do not provide legal advice, we can work with you and your elder care attorney.

Ready for a Financial Checkup?

Schedule your complimentary 90 minute financial review session today.