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Protect Yourself, Your Assets, and Your Family from the High Costs of Aging

Elder Life Group specializes in healthcare and retirement planning. Your search for highly-qualified financial and legal guidance is finally at an end.

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Affording long-term care is one of the biggest risks facing Americans during retirement. It also happens to be one of the most challenging forms of financial planning out there. The layers of state and federal policy alone are enough to discourage even the savviest investor from finding ways to prepare for the high cost of aging.

The good news is that you do have options. The better news is that you don’t have to figure them out alone.

Why Elder Life Group?

Elder Life Group is a leading financial services provider specializing in healthcare and retirement planning. Our advisors work with law firms, insurance professionals, and financial institutions across the country to protect our valued seniors from the high costs of aging.

We find options, you find peace of mind.

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At Elder Life Group We Specialize In

Healthcare and Retirement

Planning Services

Proper Preparation Reduces Risk and Increases Quality of Life

From nursing homes to final expenses, it’s never too early to start planning for life’s later costs. We offer various ways to manage these costs while safeguarding your savings for posterity.

Asset Protection Financial Strategies

Your health and wellness can be unpredictable. So can the stock market. The last thing you want to do is jeopardize your ability to handle the "what ifs" of later life by playing the "what ifs" of Wall Street. Our advisors eliminate market risk so you can enjoy the rewards you've earned.

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Medicare Planning for Secure Coverage

Like Medicaid, Medicare is government-funded. You’ve already paid for its benefits through your tax dollars, but those benefits are limited and often need to be supplemented by private plans. We take the guesswork out of this complex equation to ensure you’re safely covered.

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Prepaid Funeral Arrangements

Nobody likes to think about their final expenses. But, nobody likes to put their loved ones in a tough position during an emotional time, either. As the leader in prepaid funeral solutions, we set aside funds for this in a trust that’s federally protected from creditors like nursing homes.

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Long-Term Care Pre-Planning Strategies

Simply put, aging is expensive. Roughly 70% of people will need some sort of long-term care in their later years. Costs can top $10k per month and are only growing each year. Our advisors are experts in creating hybrid plans that transfer risk early without compromising your estate.

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Medicaid Planning for Government Relief

Most Americans have heard of this program, but few understand how it really works. If you don’t properly plan for specialized care, federal aid may not be an option when you need it. We help you speed up eligibility for benefits while limiting out-of-pocket expenses.

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We Offer Expert Legal Support

At Elder Life Group, sound financial planning goes hand-in-hand with reliable legal counsel. We work closely with your legal team to guarantee your plan does what it’s designed to do including:

Asset Integration for Estate Plans

Estate planning can be delicate. Fortunately, we work with law firms around the country who recognize that we are just as committed to their clients as they are. When your financial and legal partners trust one another to do what they do best, you come out on top.

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Trust Administration Support

In most cases, setting up and funding your trust is up to you. In all cases, administering it is not. This falls to your beneficiaries when the time comes. Our team and your family's attorneys make sure nothing's overlooked in a complicated process during a trying time.

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National Cost of Care

Healthcare expenses in the US are formidable. Monthly costs can easily exceed $10k out of pocket depending on your state and situation. At this very moment, many Americans are paying six figures per year toward proper medical attention for themselves or their loved ones.

Understanding the financial realities you may be facing is a key step in determining your options to manage them.

You can check the current cost of healthcare where you live in seconds.

Click on the Interactive Map:Click on a State to See Your Cost of Care.

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Elder Life Group Client Success Stories

We’ve guided thousands of people to financial peace of mind over the years. Don’t take our word for it, though. See for yourself what we’ve accomplished for others in your shoes. We want you to be confident that we can lead you where you want to go.