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Elder Life Planning

Do you have a plan for your elder life so you can live it exactly the way you envision? We can help.

At FSG, we care about helping you live your definition of your great life, no matter what age you are.

Our Elder Life Planning practice is a service of our fee-only financial planning firm intended to help ensure your peace-of-mind around your money, legacy, and overall well-being in your late-life and end-of-life. The practice is led under the direction of Michael Haubrich, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Senior Advisor (CSA)™.

We work with you in several areas including:

  • Estate planning and beneficiary designations
  • Legacy planning and gifting strategies
  • Long-term care planning
  • Housing and care options
  • Identifying and living your “bucket list”
  • Establishing end-of-life wishes and directions

Caring Hearts Conversations – getting to the heart of what matters most to you.

These facilitated, inter-generational dialogues are at the core of Elder Life Planning. They focus specifically on care planning for late-life and end-of-life which is one of the most significant and poignant conversations that can occur within any family unit.

During these discussions, we focus on the family unit’s attitudes, values, and beliefs about caring for aging family members. We examine the individual desires and goals of each family member–how they want to see care delivered to and/or received from their loved ones. The conversations often produce dialogues and raise issues that would be easy to avoid under other circumstances. The outcomes help the entire family learn about and unite on the goals, interests, desires and wishes of the elder loved one and helps each understand their unique role in the process.

It’s only after having this level of strategic conversation and identifying life-style choices based on overall family objectives that we can turn attention to the most appropriate financial and estate planning tactics to help ensure the elder can live the great late-life they envision. 


Elder Life Planning With Our Certified Financial Planners™

As a client of Financial Service Group, we have update meetings several times a year and are always accessible to you via phone to help you address questions or changes that may impact your plan. We communicate with you via our newsletters and emails so you’re never in the dark when it comes to understanding what’s going on with our firm and with your assets.

Our client-centered financial planning model ensures you work with one of our CERTIFIED FINANCIAL PLANNER™professionals. The CFP® certification is the financial planning industry’s gold standard indicating rigorous training, thorough knowledge and demonstrated experience. Regardless of the planner you’ll work with directly, you’ll have the extra advantage of and access to other team members each bringing a unique set of skills and experience help you advance your elder-life goals.

Schedule a Free Conversation

To learn more about investment planning with Financial Service Group set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a model that will work best for you.

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