Planning for every stage of life

At Edwards Group, we offer three types of life planning

Age: 25+

Ideal For: Singles, Couples, Families

LifeStage: Healthy people of all ages

Purpose: Helps get your affairs in order with a comprehensive and effective plan that can grow with you

Works Well For Those...

  • Building nest eggs
  • Who are healthy, active, and living in your own home
  • Who do not have long-term care costs

To get started creating your comprehensive estate plan, set up your Initial Meeting

Age: 55+

Ideal For: Older Individuals and Couples

LifeStage: Older adults preparing for future care needs; loved ones in declining health

Purpose: Helps protect assets, lays the groundwork for your financial legacy and eventually pays for long-term care, if needed

Works Well For Those...

  • Who want to age in place
  • Recently diagnosed with a chronic illness, but still at home
  • Concerned about the future cost of care
  • Having difficulty with self-care activities
  • Unable to live at home without assistance

Age: 65+

Ideal For: Individuals no longer able to stay safely at home or loved ones struggling to pay for care

LifeStage: In need of immediate care or already receiving it

Purpose: Helps make immediate arrangements for a loved one's long-term care

Works Well For Those...

  • Who are dependent on others for self-care
  • In need of long-term care outside the home
  • Struggling to pay for expensive care

Crisis planning requires immediate help from one of our Elder Care Advisors. We encourage you to give us a call right away. You don't have to struggle alone! We can help.