• Radius Living Rx

  • Radius Living Rx

What We Do  »  Advisory

You deserve peace of mind

Radius Living Advisors provides a comprehensive suite of differentiated advisory and concierge services so our clients can spend their time focusing on what matters. Our flexible pricing models align with your needs.

You deserve peace of mind

Radius Living Advisors provides a comprehensive suite of differentiated advisory and concierge services so our clients can spend their time focusing on what matters. Our flexible pricing models align with your needs.

We understand you want to live your life to the fullest. Radius Living Advisors, along with our rich network of colleagues, helps you achieve your objectives.

How We Differ

Radius Living Advisors is a premier, holistic provider of advisory and concierge services to discerning adults.  We address issues discretely and completely in collaboration with our clients’ existing advisors, all to foster wellness and positive outcomes. As part of the larger Radius Living platform, we both understand our clients’ unique needs and bring considerable resources to thoughtfully approach these needs.

We understand you want to live your life to the fullest. Radius Living Advisors, along with our rich network of colleagues, helps you achieve your objectives.

How We Differ

Radius Living Advisors is a premier, holistic provider of advisory and concierge services to discerning adults.  We address issues discretely and completely in collaboration with our clients’ existing advisors, all to foster wellness and positive outcomes.  And, as part of the larger Radius Living platform, we both understand our clients’ unique needs and bring considerable resources to thoughtfully approach these needs.

Our Range of Services

Our extensive range of services are divided into four categories: your health and wellness; your financial and legal needs; your home; and your lifestyle. Learn more about our range of services below.

Health and Wellness

We are committed to helping our clients live healthy lives and navigate our often-complex health system when needed.  Our advisors can:

  • Guide you in the selection of the best medical providers and care facilities
  • Accompany you or your loved ones through the care process and advocate on your behalf
  • Help you learn and practice healthy living tactics. A general health assessment can help us get you started on a personal program set on healthy eating and exercise goals.
  • Provide a personalized review of your prescription drugs
  • Assist in the selection and transition to new housing communities
  • Help you obtain home health care
  • Appointment Maintenance
  • Attend Medical Appointments
  • Chemical Dependency
  • Chiropractic Care
  • Concierge Medicine
  • Counseling & Behavioral Health Care
  • Dietician Services/Meal Planning
  • Facilitating Family Meetings
  • General Health Insurance Questions
  • Grief Counseling
  • Health & Wellness Coaching
  • Healthcare Directive / POLST Orders
  • Home Assessment – Mobility/Safety
  • Home Healthcare Options
  • In-facility or Virtual Meditation/Mindfulness
  • In-facility or Virtual Personal Training/Yoga/Pilates/Exercise Class
  • Liaison to Local, Regional & National Health System
  • Medical Transportation
  • Medicare Plan Review
  • Monitoring & Medical Alerts
  • Patient Navigation and Advocacy
  • Personalized Pharmacy Review
  • Physical Therapy / Occupational Therapy / Speech Therapy
  • Prescription Drug Plan (Part D) Review
  • Primary Care/Specialty Care
  • Senior Living Options
  • Wellness Assessment

Lifestyle

You’ve worked hard to enjoy your leisure time, and we’d like to support your interests.  Let us relieve you from responsibilities that can interfere.

  • Our experts can help you purchase and troubleshoot complicated computer and home technology
  • We have a streamlined service that will sort and safeguard all of your important documents
  • We can provide data and network security and monitoring services

To enhance your free time, let us help you:

  • Find interesting adult education classes
  • Plan social engagements
  • Arrange that next vacation!
  • Appointment Maintenance
  • Attend Medical Appointments
  • Chemical Dependency
  • Chiropractic Care
  • Concierge Medicine
  • Counseling & Behavioral Health Care
  • Dietician Services/Meal Planning
  • Facilitating Family Meetings
  • General Health Insurance Questions
  • Grief Counseling
  • Health & Wellness Coaching
  • Healthcare Directive / POLST Orders
  • Home Assessment – Mobility/Safety
  • Home Healthcare Options
  • In-facility or Virtual Meditation/Mindfulness
  • In-facility or Virtual Personal Training/Yoga/Pilates/Exercise Class
  • Liaison to Local, Regional & National Health System
  • Medical Transportation
  • Medicare Plan Review
  • Monitoring & Medical Alerts
  • Patient Navigation and Advocacy
  • Personalized Pharmacy Review
  • Physical Therapy / Occupational Therapy / Speech Therapy
  • Prescription Drug Plan (Part D) Review
  • Primary Care/Specialty Care
  • Senior Living Options
  • Wellness Assessment
  • Advanced Records Retention Services
  • Advanced Technology Services
  • Continuing Education Opportunities
  • Local Transportation
  • Personal Errand Services
  • Personalized Transportation Services
  • Private Flight Services
  • Social Activities and Events
  • Technology Classes and Events
  • Third Party Driving Tests
  • Travel Planning

Home

At this stage of life, you may want to spend less time worrying about your home or your vacation home’s safety and maintenance.  We can save you time and:

  • Provide a security assessment of your home and suggest appropriate services
  • Assess your home for your own the mobility and safety and facilitate appropriate modifications
  • Share reliable handyman services, painting, and home cleaning
  • Partner with trusted moving services to ensure smooth transitions
  • Handyman Services
  • Home Cleaning
  • Home Security Assessment & Services
  • Lawn/Snow Removal/Holiday Lights
  • Moving Services
  • Painting Services
  • Phone Call Re-routing
  • Vacation Home/Cabin/Boat Maintenance

Financial and Legal

Our team of advisors and partners have deep expertise in important legal and financial concerns.  You can rest assured as we can:

  • Provide general business, budgeting and financing advice
  • Work with your own existing advisors or, if there are no existing relationships, then with some of our trusted partners, to assist with:
    • estate & financial planning
    • security & risk management
    • general legal advice
  • Handyman Services
  • Home Cleaning
  • Home Security Assessment & Services
  • Lawn/Snow Removal/Holiday Lights
  • Moving Services
  • Painting Services
  • Phone Call Re-routing
  • Vacation Home/Cabin/Boat Maintenance
  • Act as Trustees or Trust Protector
  • Charitable Giving Strategies
  • Company Benefits Advisory Services:
    • Deferred Compensation Strategies
    • Healthcare Savings Account Strategies
    • Stock Options and Restricted Stock Strategies
  • Facilitating Family Meetings
  • Funeral Planning / Plot Acquisition
  • General Budgeting & Financial Matters
  • Key Family Transactions
  • Realty Services, Home Sale & Purchase
  • Sale or Purchase of a Business
  • State Residency Issues
  • Strategic Business Advisory Services

In collaboration with your existing providers or one of our trusted providers:

  • Casualty / Property / Life / Long Term Care Insurance
  • Capital Gains and Other Tax Strategies
  • Estate Planning
  • Financial Planning
  • Legal Matters
  • Security, Risk Management & Fraud

Schedule a meeting with one of our advisors today.

Please contact us to learn about these services and many more. We are eager to partner with you and your family to help you live life to the fullest.

Schedule Now

Our Approach

We listen, guide, and advise with a complete approach to your lifestyle, health, wellness, financial, and legal needs. And, we engage with our network of Service Providers to offer a breadth of other services.

Clients & Families

We work with our clients and their families as if they were our own. We collaboratively advise and serve them on any matter simple or complex. And, where appropriate, we engage our extensive network of preferred service providers to augment our delivery of services.

Our Clients’ Existing Advisors

We collaborate with our clients’ existing advisors and never seek to provide services already provided by others. When advisors refer clients to Radius Living Advisors, we enhance the value those organizations provide to their clients. Our sage guidance, collaborative approach, and rich service offerings benefit the clients and their existing advisors.

Our Approach

We listen, guide, and advise with a complete approach to your lifestyle, health, wellness, financial, and legal needs. And, we engage with our network of Service Providers to offer a breadth of other services.

Clients & Families

We work with our clients and their families as if they were our own. We collaboratively advise and serve them on any matter simple or complex. And, where appropriate, we engage our extensive network of preferred service providers to augment our delivery of services.

Our Clients’ Existing Advisors

We collaborate with our clients’ existing advisors and never seek to provide services already provided by others. When advisors refer clients to Radius Living Advisors, we enhance the value those organizations provide to their clients. Our sage guidance, collaborative approach, and rich service offerings benefit the clients and their existing advisors.