Resources for Common Complexities Associated With a Longer Retirement
CPC is dedicated to being a resource for our clients as we navigate through the complexity associated with longevity. We are pleased to announce that we can provide access to a suite of services which can assist in alleviating some of the issues that may accompany longevity. Below is a brief description of each:
1. Broadspire® Care Management aids in planning for the largest financial factors in retirement: housing and healthcare. Broadspire will assess, recommend and facilitate strategies for clients wishing to stay at home as they age, or other care needs associated with aging, from minor home modifications to finding alternative housing arrangements such as a memory care facility.
2. PinnacleCare, a concierge health advisory service, helps individuals manage complex healthcare episodes. PinnacleCare maintains relationships with the top-ranked medical centers across the country and works with individuals to find the most appropriate treatment, facilitate appointments with top specialists and coordinate second opinions.
3. EverSafe seeks to protect clients from elder financial abuse and identity theft by using a proprietary algorithm to monitor accounts, credit reports and the Dark Web for suspicious activity. Alerts are sent to the individual and those designated as trusted advocates who can serve as an “extra set of eyes” in monitoring.
4. HealthPlanOne helps clients navigate the complexities of Medicare by comparing options and finding the most cost-effective plan, while assuring appropriate coverage for preferred providers, doctors and medications.
5. Everplans helps clients prepare for the unexpected. The secure digital platform enables clients to store information – from a will to a family recipe – and end-of-life wishes in a secure online database, which can be shared with trusted family and friends of the clients’ choosing. Everplans helps guide individuals through the step-by-step process, ensuring families have a full understanding of a loved one’s life and wishes.
If you have any questions or would like to learn more about these services, please contact us.
