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The Solo Ager™

Being a single senior doesn't mean you have to go it alone

Almost 20% of baby boomers do not have children and an even larger number, 27% of seniors age at home alone*. Of the 14,000,000 seniors living alone in the U.S., 71% are female*.

With around 10,000 baby boomers turning 65 everyday for over the next 15 years*, the growing “solo aging” trend will fuel a transformation in how single seniors access financial, housing, and healthcare decision support.

If you are a single senior, you probably have many questions, including …

  • Where can I find the social support systems I need?
  • How should I prepare for the journey?
  • What are my housing options?
  • What are the risks associated with aging alone?

We can help you be ready for whatever lies ahead in life’s next chapter

Building confidence with support and life-stage coaching

Our client experience is designed to not only be a lifelong relationship, but to build a sense of community to those who might otherwise be alone or isolated.

Planning strategically to give you options and flexibility

Everyone wants to be in control of their lives regardless of age, and seniors are no exception.

From those nearing retirement age to older seniors who may be facing diminished physical and/or mental capacity, revisiting your financial plan at key life transition moments is key to ensuring you have the most options to make the best decisions.

We take an in-depth, personalized approach to reviewing and analyzing your overall financial picture, give you objective feedback and advice, and help you make investment decisions that will provide you with the best quality of life.

In addition, our team has developed a high level of experience and capability in dealing with elder care issues, including establishing caregiving services, long-term care, working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues.

Helping you keep home where your heart is

There’s no place like home—and most everyone wants to remain independently at home for as long as possible.

What older adults are able to do and what their homes allow them to do is dependent on remodeling or designing a home using universal design concepts which permit seniors to live in their homes longer, safely, and independently. The four main areas to address are:

  • fall prevention
  • barrier-free spaces
  • remodeling
  • installing smart equipment

We are happy to provide you with recommendations for certified aging in place experts.

If aging in place is not an option, we can assist you with:

  • identifying the most appropriate assisted living facilities
  • downsizing your possessions and selling your current home
  • coordinating the physical move to a facility
  • researching and implementing caregiving or long-term care services

* Source:

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