Get Started on the Path to Retirement Success

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What’s a Successful Retirement?

Achieving a successful retirement is harder than you might think. It’s one where you…

Avoid Institutional Care

Age at home in comfortable surroundings instead of in a nursing home, hospital, or other health care facility

Avoid Becoming a Burden

Get the support you need without relying on unpaid family caregivers to sacrifice their lives to care for yours

Have Money Left

You have a plan to pay for long-term care that will preserve assets so you can enjoy greater quality of life

LifePlanning: The Key to Retirement Plan Success

The comprehensive, multi-disciplinary LifePlanning System makes it possible for individuals, families, and the professionals who guide them to create highly effective retirement plans that seamlessly coordinate the five most important variables in the aging equation: health, housing, finance, legal, and family issues.

Curious about LifePlanning?

The Family Resource Center has loads of information. Videos, articles, and more. All free for the taking.


Find a Professional

Use the Aging Options Resource Guide to find LifePlanning-trained professionals near you.


Try Out the LifePlan Organizer

Give your loved ones a comprehensive plan to follow if something happens to you. They’ll thank you for it!