Financial Planning

Resources to Help You Plan with Clarity and Confidence.

Planning for senior living is both a financial and emotional decision. At Legend, we believe in making the path simple, transparent, and reassuring through trusted financial planning resources.

Financial Resources Designed for Families

Every journey to senior living is unique. That’s why Legend offers connections to financial planning services that can ease the transition, reduce stress, and help families focus on what matters most—living well together.

Your Options at a Glance

ElderLife Financial Services

Get personalized support from a financial concierge who will walk you through all available options. ElderLife can help with selling your home, navigating insurance, understanding veterans’ benefits, and even arranging short-term bridge loans so you can move when the time feels right.

VA Aid and Attendance Benefits

Veterans and surviving spouses may qualify for monthly financial assistance to help cover the cost of senior living. This benefit is designed to honor service and ensure that those who served have access to the care and support they deserve.

Life Insurance Settlements

Turn an existing life insurance policy into a valuable source of funding. A settlement often provides more than the policy’s cash surrender value, which can make a meaningful difference in covering care costs.

Personalized Guidance

Every family’s financial situation is unique. That’s why Legend connects you with trusted advisors who can help you review your options, weigh possibilities, and choose a path that feels both realistic and reassuring.

Bridging the Gap

Sometimes timing is everything. Bridge loans and other short-term solutions can make it possible to move when you’re ready, without waiting for long-term plans to fall into place.

Find Your Joy.

Come see what’s possible. An in-person visit is so much more than a website visit. Explore the community, meet the team, ask a million questions, and decide what feels right.

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