Carolina Continuing Care Guides You on Finding the Right Arrangements for Your Retirement Planning
Description of Services:
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Community and Contract Analysis:
Using preliminary information we collect from you we will prepare a short list of communities in our region that we feel match up best with your priorities. We will then help you compare the similarities and differences between the retirement communities, including an analysis of the contracts, disclosure statements, fee structures, and refund options available. The information provided will be comprehensive and objective. The ultimate goal is to help you make a confident and informed decision, with less effort and confusion. -
Financial Stability Analysis:
We will examine qualitative and quantitative data to help you determine whether or not you are comfortable with the financial standing of the community(s) in which you are interested. We cannot ultimately say whether or not a CCRC is financially stable, but we can provide you with some basic guidelines that we take into consideration and show you where a community stands in relation to those guidelines. All information is based on the most recently available financial data posted on the website of the NC Department of Insurance. -
Personal Visit to a Community
We will accompany you on a visit to a CCRC. Our objective is to provide additional assistance by helping you think of valuable questions to ask and details to consider as you tour the communities and meet with the marketing directors.