Picking the Retirement Community of Your Choice

We believe where you choose to live has a major impact on your overall quality of life. Family, friends, good health, quality care, financial security, and personal independence are all part of the formula that adds to one's overall well-being. We find that clients choose to move to Independent Living Communities to improve their overall quality of life.

Common Client Questions

We help you determine if you can afford the retirement community of your choice or update those plans. We specialize in the analysis of the many financial options offered by retirement communities.

We can help you make the tough choices associated with transitioning so you can focus on pursuing your best retirement.

Client Centered

Our Wealth Advisors take the time to learn the various financial arrangements that retirement communities offer to help determine which options would be best for our clients.

Brandywine Wealth Management has built strong working relationships with retirement communities in Delaware, Chester, and Montgomery County over the past 30 years.

What is the Process of Working Together? NEW TITLE

Through planning, we have helped our clients obtain a better understanding of options, establish realistic goals, and avoid surprises. We can help you find confidence and happiness in your retirement.

Brandywine Wealth Management does not charge for the first meeting, schedule yours today!

Common Client Questions

We can help to answer any of the below questions and more!

  • What tax benefits could I have by moving to a community?
  • What assets should I spend first to cover the monthly service fee?
  • What size apartment can I afford?
  • How long will my money last?
  • Should I keep my long term care insurance policy?
  • Does Medicaid cover any of the expenses?
  • How will inflation affect my expenses?
  • Can I afford the community if I lose my loved one?
  • If the stock market drops by 20% what should I do?
  • How do I plan to enable myself to stay in control as long as possible?
  • Can I keep my current lifestyle and not spend down my savings?
  • How do I stop worrying about becoming a burden to my family?

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