Agewise: Senior Lifestyle Transition Planning Services
Comprehensive Elder Care Support for Aging Seniors and Their Families
Alleviate Stress
Let us handle the complexities, so you can focus on enjoying life now and in the future.
Determine Proper Care
Get professional guidance to choose the right care setting.
Protect Your Family’s Finances
Plan for the longevity of family assets.
Agewise Senior Transition Planning and Elder Care Support
Enriching Lives, Securing Legacies
Navigating the complexities of eldercare can feel overwhelming—whether you or your loved ones are healthy and planning ahead or are facing an unexpected health crisis. Agewise is here to offer compassionate, personalized support, guiding you and your family through every decision with confidence. Our experienced team members specialize in helping families understand and implement eldercare options. From selecting ideal living arrangements, to planning finances and preserving assets, to legal and estate planning strategies, and making the most of community resources, Agewise will lead the way.
Key Factors
We’re Here to Understand Your Needs
At AgeWise, we understand that eldercare situations can range from proactive planning to urgent health crises. Our mission is simple: To provide the clarity, confidence, and resources you and your family need to make informed decisions during these critical times. That’s why we offer two distinct services:
Do you need Proactive Planning or Crisis Support?
There are two ways we can work with you.
Agewise Lifestyle Choice Plan for Aging Seniors
Are you living your ideal lifestyle while preparing for the future in a financially sustainable way?
Our Agewise Lifestyle Choice platform is designed to assist seniors who are still fully independent and seek to plan for the future so they can live their best life and avoid becoming a financial burden to their families as they age.
Do you find yourself wondering…
The 4 Factors That Drive Your Quality of Life as a Senior
Planning ahead is the key to living your most ideal lifestyle as you age—Age and Health, Family, Community/Social, and Finances. By evaluating these four critical factors, you can create a sustainable plan to maintain your happiness and fulfillment in the years to come. These elements are unique to everyone, and understanding them will help you build a future that reflects your goals, values, and priorities. It is our belief, that by age 60, you should start thinking about these elements and how you will account for each; by age 70, you should have a plan in place.
Age & Health
Your age and health are foundational to determining your future needs and lifestyle. While aging is inevitable, proactive planning helps ensure your living arrangements and care evolve seamlessly as your health changes.
Family
Family dynamics shape your support system. Understanding who plays a role in your care, decision-making, and companionship guides you in making lifestyle decisions that allow you to be cared for and supported.
Community & Social
Your social network and community connections are critical to your emotional well-being. From friends to local resources, staying engaged and utilizing your community enhances your lifestyle.
Finances
Your financial situation drives your ability to sustain your lifestyle and respond to changes in health or living arrangements. Having a plan is critical to preserving resources while maximizing quality of life.
How We Help: Lifestyle Choice Plan
Planning ahead leads to more choice, more financial preservation for a “what-if” event, and more time to decide on the right path for your future. But maybe you’re not quite sure what to plan for, or how to align that with your finances.
With the Lifestyle Choice Plan, you’ll gain clarity and confidence about your future. Our team helps you design a sustainable lifestyle that aligns with your goals, maximizes your independence, and preserves your financial legacy—so that you can enjoy life to the fullest while preparing for whatever comes next. Here’s how we do it:
Senior Lifestyle Transition Planning Services
Lifestyle Transition Guidance:
Any successful plan starts with understanding the options that are available such as modifying a current home, downsizing, entering a 55+ or continuing care retirement community (CCRC). Our team understands the landscape of options and pros/cons of each to help families make the right choice for their unique situation.
Financial Plan:
Making a major lifestyle change requires a roadmap to strive for sustainability throughout one’s lifetime. Our team of advisors will bring clarity to enable families to make confident decisions when it comes to their future.
Asset Preservation Strategies:
As part of your financial plan, we will test the impact that potential future healthcare events can have on your overall financial wellbeing and discuss strategies that can be implemented to preserve your wealth for current and future generations.
Update Estate Plan:
It is imperative to have an updated estate plan that reflects your wishes, accounts for asset preservation strategies, and lists key individuals that would assist you in a crisis situation. Our network of attorneys best suited for your situation can be used for document completion such as wills, powers of attorney, medical directives, and trusts.
Agewise Crisis Action Planning for Seniors
and Caretakers of Aging Seniors
Do you find yourself coordinating your parents’ aging elder care and need help?
Our Agewise Crisis Action Plan is designed to provide immediate support for seniors and their families facing unexpected health events or urgent care needs.
Are You Struggling to…
You’re not alone. The Agewise Crisis Action Plan is here to provide clarity, support, and solutions during this challenging time.
How We Help: Crisis Action Plan
This platform is designed for seniors and their families who have had a recent health crisis and need immediate assistance with relocation, financial, and legal services. We help navigate critical decisions, obtain the right care, and preserve family assets during challenging times—working to make sure your loved ones receive the best possible care while easing the burden on your family.
With our guidance, you can navigate critical decisions with confidence, obtain the best care setting quickly, and preserve your family’s financial legacy. Working with us means less stress and more clarity that your loved ones will receive compassionate, high-quality care while you regain a sense of relief. Having a partner that understands what your family is going through and is connected in the community to assist in all these decisions can be invaluable in a crisis situation.
How We Help: Crisis Action Plan
Care Setting Selection Assistance:
In a crisis event, time is of the essence. Our team’s understanding of available care options based on your families unique needs will help get your loved one in the right care setting as quickly as possible. Factors such as care need, location, availability, quality, and cost will all be considered.
Financial Modeling:
Understanding what costs are covered and not covered by health insurance, Medicare, or Medicaid and evaluating the personal resources available such as pensions, Social Security, retirement and non-retirement assets are critical in selecting the right care setting and its impact on financial wellbeing. Our team of advisors will provide financial modeling to account for these variables to aid decision-making.
Asset Preservation Plan:
Our network of attorneys who specialize in preserving family assets from long-term care costs can be utilized to build a custom plan for your family. Our team of advisors will be by your side to make the necessary adjustments to family assets to carry out the plan. As part of the asset preservation plan, estate documents such as wills, powers of attorney, medical directives, and trusts may be utilized or updated.
Ongoing Coordination and Management:
Crisis health situations continue to evolve as time moves on and often cause care and financial needs to be adjusted accordingly. Our team will be by your side to update, monitor, and adjust any part of the plan as needed. Our commitment is that you never feel alone in your journey to provide the best care for your loved one.
Meet Your Agewise Team
Michael Benkovic, CFP®
Principal Partner
Michael, a Certified Financial Planner representative at DVB Financial, works with families by gaining an understanding of their unique needs and desires so that a personalized blueprint can be formed that will guide the family planning process. Michael has over 20 years of experience working alongside families helping them secure their future. Through his experiences, he understands how demanding the aging process or a health-related event can be on the entire family. In many instances, children of aging adults play a critical role in helping their parents through this process all while having the responsibilities of their own families and careers. Michael built the Agewise platform from these experiences to make this process as manageable as possible and provide the best outcome for our aging loved ones.
Laurie Rippon
Elder Family Coordinator
Laurie, the Coordinator of Agewise Family Services at DVB Financial,
dedicates most of her days engaging with elder couples and their families while also connecting with community professionals and services for aging adults. Laurie’s position gives her the opportunity to guide elder clients and their families as their personal advocate while they navigate the intricate journey of aging. Laurie’s own life experiences with managing the estate and caretaking of sick parents enable her to comprehend a family’s aspirations, needs and challenges they may encounter. Her passion lies in helping families of aging parents, linking them with her diverse network of professionals, and offering guidance as they go through one of life’s significant transitions. It is her privilege to help you care for the people you love most.
Get Started Today
Step 1
Book Your Agewise Intro Call
Schedule a consultation with one of our specialists to discuss your family’s unique needs and challenges.
Step 2
Personalized Care and Financial Plan
Our team will create a tailored plan that addresses care options, a financial roadmap, and asset preservation.
Step 3
Implement and Support
We’ll work with you to put the plan into action and provide ongoing support as your needs evolve.
Feeling Overwhelmed by Eldercare Decisions?
Watch our exclusive 12-minute Agewise video to find out how to preserve your family’s future and help them receive the best care.
Do you have aging parents?
Are you considering what your next steps should be to obtain the best care for them in the near future?
Or maybe they’ve experienced a health crisis and you need help NOW?
Or maybe they’ve experienced a health crisis and you need help NOW?
For decades, we’ve been helping families navigate the uncharted waters of aging parent care.
Now it’s your turn to get the help you need and they deserve.
