FINANCIAL PLANNING
RESOURCES

INSPIRING, ENGAGING, FULFILLING Independent Living, Assisted Living & Memory Care AT Calumet Trace

With our latest guidebook, Empowering Your Retirement: A Financial Guide to Senior Living, you and your loved ones can prepare for the future with confidence. There’s no need to stress about financial planning when Charter Senior Living has your back.

Download our free resource guidebook to discover:

  • Tips for future planning
  • How to compare wants and needs and their potential costs
  • A cost comparison between staying home vs. moving to a senior living community
  • How to pay for higher levels of care
  • Helpful resources from our partner, Senior Living Financial Specialist
  • Additional Charter Senior Living tools that ease the financial burden for future care

Your family is our family. Take the next step in your journey to senior living when you request a copy of our guidebook today.

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REQUEST MORE INFORMATION OR SCHEDULE A PERSONAL APPOINTMENT.

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OUR PARTNERSHIP WITH SENIOR LIVING
FINANCIAL SPECIALIST

We’ve partnered with a trusted leader in senior financial planning, Senior Living Financial Specialist (SLFS), to assist families in finding the means to make the transition to senior living easier. Through exclusively subscribed senior living communities like Charter Senior Living, SLFS provides financial resources, connections to move, and tailored plans. Their resources cover real estate, Veterans Aid & Attendance Benefits, downsizing and planning, long-term care insurance, life insurance case value and lending options. To learn more about SLFS, visit their website or take the survey below to help you understand your options and maximize your financial resources.

TAKE OUR LIFESTYLE QUIZ

Are you interested in exploring our care options but aren’t sure where to start?

Take our lifestyle quiz to help us get to know you and personalize your care plan and experience. A member of our team will be in touch shortly after you submit your responses.

Contact us TODAY TO LEARN MORE ABOUT OUR INDEPENDENT LIVING, ASSISTED LIVING & MEMORY CARE COMMUNITY.

Your loved ones are always welcomed with open arms.