Create, store, and access your coordinated plan for health, housing, legal, financial, and family issues during retirement.
Built to help you avoid institutional care, becoming a burden, and running out of money in retirement.
The Academy offers in-depth knowledge about retirement planning that you can’t find anywhere else.
Keeping information updated is not a burden because The Portal is so easy to use. It’s addictively simple!
Store comprehensive instructions for family members and agents—the only digital archive to do so.
A highly intuitive interface simplifies the uploading, accessing, updating, and sharing of information.
The Portal is the ultimate gift to give to those who care about you. No one will have to scramble to step in to manage your affairs. No one will have to guess about your preferences for healthcare and housing, or how to pay for the things you need. It’s All There.
“Finally someone that makes sure all the pieces of the overwhelming retirement puzzle fit together properly and thoroughly, saving my family time, money, and headaches.”
“The advice and direction they give you helps you to focus on everything you need to plan for, such as medical care, housing options, and financial planning, not just the will, medical directives, and financial POA. They also give you meaningful "homework" that gets you motivated to complete your planning process.”
“This holistic approach considers multiple aspects of the aging process, including legal, finances, family dynamics, housing and health. You’ll also have an opportunity to select professionals who can assist your agents when you are no longer able to take care of yourself.”
“Having witnessed two close family members live out their lives in very expensive, very poorly managed nursing homes, I wanted to find a different plan for my husband and myself. We are working with AgingOptions to map out a plan for healthcare, housing, legal documentation and financial planning.”