We all know that money can’t buy happiness, but there are times when it’s nice to know that your financial future is as healthy as you are. Our Financial Concierge benefits make it easy for you to take stock of your financial well-being and plan for a healthy financial future well beyond retirement. Plus, the additional savings you’ll enjoy can more than pay for your Live Well Senior membership, making it a smart way to stay fiscally fit.
Certified Financial Planners & Accountants: Get help from an expert CFP or CPA who will craft the best plan for your future and explain your financial options, including investments, savings strategies, retirement planning & more, at no additional cost to you.
Debt Management Programs: Learn about how to take control of your debt through consolidation programs, budgeting strategies, or other options. You’ll speak one-on-one to a financial expert who can help put you on a course to a stable financial future
Financial Counseling: Speak one-on-one to a licensed financial counselor over the phone to develop lasting solutions for shorter-term financial issues.