We Help Financial Advisors Retain Assets, Heirs, & AUM
By Tackling the Hidden Drivers Artificially Accelerating Preventable Long Term Care Needs, Costs, & Burdens
Build Generational Loyalty & Retain More Assets
Improve Lives & the Bottom Line.
Long Term Care Threatens Your Clients’ Finances & Yours
a misunderstood threat to financial planning. Develop relationships with heirs as you provide
strategies to reduce long term care needs & costs and create truly comprehensive plans.
5 Ideal Times to Begin Working With Us
When Heirs are Taking Assets Away from Your Firm
When Clients are In Danger of Outliving their Money
When Employee Caregivers Want Benefits for their Parents
When There’s a Shortage of Paid Caregivers
When You Want to Reduce Preventable Claims
address a unique hidden threat to financial wellbeing
>90% of people want to age in place.
<5% of homes have the necessary features.
Your clients physical & financial health are dependent on the features of their home. Which means that the financial wellbeing of their heirs–and your firm–are dependent on where your client lives.
we work with:
FINANCIAL PLANNERS & ADVISORS
ESTATE PLANNING FIRMS
FAMILY OFFICES
RIAS
Your clients’ retirement plan isn’t just about finances—it’s impacted by where they, or their parents, live. Our unique approach helps financial planners preserve AUM by addressing a key but often overlooked factor in retirement planning: home design.
We don’t redesign homes. Instead, we equip financial professionals with the tools to help clients align their living environment with their retirement and long-term care plans. Without this, clients become unnecessarily dependent, withdraw more funds for care, deplete inheritance, and jeopardize wealth transfer.
Key Benefits for Financial Planners:
✅ Reduce Lost AUM: Clients who age in homes without key features are likely to withdraw more money for care. Heirs move assets when they see wealth lost to preventable decline.
✅ Strengthen Heir Retention: When families see proactive planning aimed at preserving both wealth and quality of life, they’re more likely to stay with the firm.
✅ Expand Planning Conversations: Addressing home design gives clients more options for a secure retirement and a legacy, positioning you as an invaluable advisor for the generations.
✅ Differentiate Your Firm: Offer a unique value proposition that competitors overlook.
enable independence
thrive by design
we work with:
LONG TERM CARE INSURANCE CARRIERS, AGENCIES, & BROKERAGES.
Long-term care insurance is vital—but most policyholders don’t think about it until they need to make a claim. Our unique approach helps LTCi providers reduce claims, increase engagement, and improve worksite offerings by addressing a critical but overlooked factor: where clients live.
A home that enables independence can delay or reduce the need for long-term care, benefiting both policyholders and insurers.
Key Benefits for LTCi Providers:
✅ Reduce Claims – Clients who live in homes designed for the lifespan may require less care, extending their ability to live independently.
✅ Increase Existing Client Engagement – Provide policyholders with proactive strategies to stay independent, strengthening long-term relationships.
✅ Boost Prospective Client Engagement – Differentiate your offerings by helping clients prepare beyond just financial coverage.
✅ Reduce Caregiving Burden – Help clients and their families navigate aging-in-place options, lowering stress and out-of-pocket expenses.
we also work with:
EMPLOYEE BENEFITS PROGRAMS
Solutions for Worksite Clients & Employers:
Every employee caregiver costs their company thousands annually in absenteeism, presenteeism, lost productivity, and increased health claims. Our approach helps LTCi providers deliver value-added services that benefit both employers and employees:
✔ Reduce Unnecessary Turnover – Supporting caregivers keeps experienced employees in the workforce.
✔ Protect Employee Retirement Savings – Prevent career disruptions that jeopardize financial security.
✔ Empower HR Teams – Provide practical solutions for supporting employee caregivers.
✔ Expand LTCi Access – Offer innovative strategies to help employees secure coverage for aging parents, even when direct employer-sponsored policies aren’t available.