What is a Radius Living Advisor?

With retirement on the horizon—or quickly approaching—you’ve experienced enough to truly understand the value of planning ahead and getting things right the first time. You’ve also nudged a couple of priorities higher up on your everyday to-do list: namely, peace of mind and taking advantage of all life has to offer.

A Radius Living Advisor can help you check all of these boxes.

Every family, and every individual, has unique interests, goals, and needs when it comes to planning for retirement and beyond. Navigating these waters can be difficult and time-consuming on your own, with a whole lot of I wish I’d have known that can complicate or set you back on your journey. Radius Living advisors have more than 30 years of experience plus a host of trusted partners all with one goal: helping you live well, longer.

How can a Radius Living Advisor help?

Together with you, your family, your providers, and our trusted partners, Radius Living advisors can deliver thoughtful planning, successful implementation and desired outcomes in the following areas: Health & Wellness, Financial & Legal, Home, and Lifestyle.

Health & Wellness

Physical, mental, and emotional health and wellness are all vital to living a long, happy life. These needs evolve as you age. A Radius Living advisor can help in many of these areas, including:

• Patient navigation and advocacy
• Personalized pharmacy review
• Liaison to local, regional, and national health systems
• Wellness assessment
• Appointment maintenance
• Home healthcare options
• Senior living options
• Healthcare directives
• Medicare plan review
• Prescription drug plan review
• General health insurance questions
• Primary and specialty care
• Concierge medicine
• Physical, occupational, and speech therapy
• Chiropractic care
• Counseling and behavioral health
• Chemical dependency
• Grief counseling

Financial & Legal

Getting your finances in order to achieve your residential living goals and secure your estate are important aspects to senior living. Our Radius Living advisors can assist in the following areas:

• 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, we can facilitate:

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

Home

From general upkeep to one-off projects, home ownership requires regular maintenance that Radius Living advisors can help make stress-free, including:

• Phone call re-routing
• Home security assessment and services
• Handyman services
• Painting services
• Home cleaning
• Lawn care and snow removal
• Holiday lights
• Moving services
• Vacation home, cabin, and boat maintenance

Lifestyle

Let Radius Living advisors help you live life the way you want to, with assistance in the following areas:

• Personalized transportation services
• Technology services
• Records retention services
• Personal errand services
• Local transportation
• Private flight services
• Continuing education opportunities
• Technology classes and events
• Third party driving tests
• Travel planning
• Social activities and events

Please contact Radius Living to talk with us about how our advisors can help you plan today for living well tomorrow and beyond.

To contact an Advisor today, email advisors@radiusliving.net