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Free Resources for Seniors & Families

1

Download our FREE book

You can download our book with the link HERE or by clicking on the image. The book will give you a broad overview of senior housing decisions from staying in your own home, understanding your finances to ensure a successful long term plan, or exploring other senior housing options like assisted living or skilled nursing care.

2

Attend a FREE live event

We hold live events in the community at churches and senior centers to go over our book and answer questions about senior housing decisions and how to create a successful roadmap. See below for upcoming events.

3

Contact us for direct assistance

We provide our book and hold workshop events as a FREE service to the local community. No one is under any obligation to use our Realtor or placement services.  However, we can provide Consulting, Realtor and Senior Housing Placement Services directly. For more information on direct services as a Realtor or placement agent, click one.

Other Useful Documents

You Deserve Professional Advice

Learn more about the CSA designation and why it's so important to partner with a professional that has a code of ethics and has gone through testing and certification. Click on the image to download your copy.

Basics of Senior Services

This brochure answers some of the most frequently asked questions about Social Security, Medicare, Medicare Supplement Insurance, Medicaid, Long-Term Care Insurance, In-Home Care, and Senior Housing. It does not cover every subject you need to know, but it covers some of the subjects you should know. Click on the image to download your copy.

Tips To Prevent ID Theft

This brochure goes over tips to prevent ID theft as well as resources that victims can utilize if ID theft occurs.

Understanding Veteran Benefits

This brochure goes over information from health and long term care benefits to disability and burial benefits. Click on the image to download your copy.

Information For Life

Most of us spend a lifetime developing a bond with family and friends. We love and care for each other, but one critical life-changing crisis can expose how unaware and uninformed our loved ones are concerning our vital records, information, and important wishes in the event of our incapacity or end of life. Thinking proactively and using the Information for Life Kit™ provides a roadmap for your family and/or trusted agent(s) to have the vital information they need to act, as you have specifically directed, when you are unable to do so for yourself. This comprehensive kit provides the guidance, forms and checklists you need to make your personal, health, legal, and financial information in order and up-to-date. Once you have completed your Information for Life Kit, it is critical that you inform your trusted agent(s) of its existence and location. Take the time to explain the purpose, use, and when an agent is to access this information. Security and storage of the Information for Life Kit is very important. It should be stored in a safe place and it is recommended that a copy be made, which also needs to be stored in a safe place, possibly with your trusted agent. Click on the image to download your copy.

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About Us

We help people buy and sell real estate. We also help seniors and their adult children with housing decisions such as staying in their own home, looking for safer independent housing options, or choosing advanced care such as assisted living or dementia/memory care.

Get our FREE MLS Search Tool
Check out our FREE book
See us at one of our FREE group sessions
Download our Company Presentation

Get your FREE book!