skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Location

For our clients who live with or are preparing for the challenges of a caregiver role, our offices at One Senior Place add much value to our financial planning services. 

One Senior Place is an award-winning resource center for caregivers and their loved ones.  Participating business owners here are some of our communities most respected professionals, and include:


  • CPA’s / tax preparers
  • Assisted living placement agencies
  • Realtors
  • Audiologist / hearing care center
  • In home caregiver services
  • Alzheimer and Dementia association
  • Travel services
  • Estate planning and elder law attorneys
  • Hospice care
  • …and much more


The monthly calendar is packed with free educational presentations and seminars, and seasonal events.   Unique resource centers on site include the Living Options Showroom, Memory Resource Center, and Senior Resource Library.

Our on-site training center and auditorium enables us to provide a comfortable, consistent setting for client education and events.  Knowing where you need to be is one less thing to worry about.

We never stray from what we do best – financial and long-term care planning.  However, having a trusted advisor on hand when you’re navigating unfamiliar territory can make quite a difference.  Your financial plan is the foundation of most major decisions, and we are here to help you keep your ship on course.