Agewise - DVB Financial

Agewise

Overwhelmed by Eldercare Decisions?

crisis planning

LIFESTYLE planning

financial planning

Secure the best aging care without unnecessary financial risk.

Crisis Action Plan

Are You Coordinating Your Parent’s Care and Need Help?

For children of seniors facing an immediate health crisis who need immediate support.

Are you struggling to?

  • Navigate the overwhelming process of finding the best care for your aging parent?
  • Determine how your family can afford the lifestyle changes necessary for long-term care?
  • Understand the financial implications of different care options?
  • Make confident decisions while juggling the demands of your own life and family?

how we help

  • 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.

Lifestyle Care Plan

Are You a Senior Planning for Your Optimal Future Lifestyle?

For fully independent seniors seeking to plan for the best possible future.

do you find yourself wondering?

  • Am I living my ideal lifestyle while preparing for the future in a financially sustainable way?
  • How to financially prepare for potential future healthcare or lifestyle changes?
  • How to ensure my home and living arrangements will suit my needs as I age?
  • What steps I should take now to feel confident about my future?

how we help

  • 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.
SCHEDULE A CALL

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.

SCHEDULE A CALL

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.

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.

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.

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
Family Coordinator, Agewise Services at DVB Financial

As the Family Coordinator for Agewise at DVB Financial, Laurie Rippon plays a vital role in supporting older adults and their families through the complex journey of aging. She spends her days building meaningful relationships—with clients, their loved ones, and a trusted network of community professionals—to ensure that families receive the guidance, resources, and advocacy they need.


Laurie brings not only professional expertise but also personal insight to her role. Having cared for aging parents and managed their estate affairs, she deeply understands the emotional and logistical challenges families face. Her experience fuels her commitment to helping others plan thoughtfully, avoid crisis, and feel supported at every step.

A lifelong resident of Hershey, Laurie spent over 20 years as a successful small business owner before joining DVB Financial. Outside of work, she values time with the people she loves and finds joy in the occasional getaway to sunnier destinations during Pennsylvania’s colder months.

Have your aging parents experienced a health crisis and you need help now?

Help your parents secure the best care without unnecessary financial risk.

  • Discover the best options for elder care
  • Learn how to maximize community benefits
  • Preserve your family’s financial legacy
  • Rest easy knowing your aging parents are in caring hands

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.

Watch our exclusive Crisis Action Planning Video now and find out exactly what to do next…

Ready for help?

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

get your personal plan

Our team will create a tailored plan that addresses care options, a financial roadmap, and asset preservation.

Step 3

Enjoy our Support

We’ll work with you to put the plan into action and provide ongoing support as your needs evolve.

Let’s Get Started