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Our Services


Senior MoneyLife provides a full array of financial and insurance services to senior adults. Our Money Map planning process provides a customized approach for life after age 60. Whether you need social security planning, help with Medicare insurance, or advice for long-term care - we help ensure you are fully equipped for your next ADVENTURE in life.

Ready to speak with a trusted advisor who can help you?

Medicare Insurance

We help guide you through the entire Medicare process!

From signing up for parts A and B to choosing the best

medical and prescription drug plan, we will ensure

you have all the facts needed to get signed up in a timely,

stress-free manner. We offer dozens of plans with several

insurance companies such as Aetna, Anthem, Humana, IU

Health and United Healthcare.

Long Term Care Insurance

If you are concerned about receiving care as you age, we

can help you prepare. Long term care insurance is a great way

to protect yourself or a loved one from unexpected care

costs needed for home care, assisted living, or nursing home

care. 69% of adults will need help with care in their lives - with

the average adult needing care assistance for almost 3 years!

Medicaid Planning for Nursing Home Care & Assisted Living

The cost of caring for a loved one has increased drastically over the past several years leaving many with not enough financial resources. Trying to provide care in the home can become difficult as both a loved one and their spouse age together leaving nursing home or assisted living facilities as the only remaining option. If you need assistance applying for Medicaid benefits, we are here to help! With years of experience in the long-term care industry, we are positioned to correctly guide you through the application process and ensure that everything is properly setup on the nursing home side as well.

Daily Money Management

The opportunity for financial abuse or fraud to occur has never been higher for seniors. We are here to provide guidance and planning, preserve seniors' money, and protect them from financial abuse by friends or family who aren't prepared to manage their loved ones' finances in the correct way. We typically serve as a financial power of attorney to ensure proper management and access to financial resources. Temporary POA assignments are available as well.

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