Every family is different. The Financial Concierge® seeks to understand each unique situation and help seniors and their families pay for senior living in the best way possible - based on individual needs and resources. 

When a senior or family calls ElderLife, their goals and timelines are heard and respected. They walk through all the funding options available to them and gain the knowledge and confidence to make informed financial decisions. Then, they are connected to services and providers that can help them accomplish their financial goals for senior living.

ElderLife sticks with the family all the way, providing advice and assistance whenever necessary until they accomplish their objectives. When the process is coordinated and finances are no longer a barrier, everything happens as quickly as needed or wanted.

ElderLife brings trusted knowledge and decades of experience to decisions about paying for senior living. Popular solutions include:

The Bridge Loan: A loan that bridges short-term financial gaps. It can help seniors move or receive care while waiting for long-term funding to become available. This is also the quickest funding option available for Senior Living today.

The Senior Real Estate Program: A coordinated, senior-specific approach to helping downsize or move to senior living. In addition to listing and selling the home, ElderLife Real Estate Specialists can help with de-cluttering, packing, moving, cleaning, staging, and repairs, and are a valuable resource to family members trying to help from long distance.

Other solutions are also available, including help with Veterans Benefits, Long-Term Care and Life Insurance Policies, Reverse Mortgages, and more!

ElderLife Financial Lending, LLC
NMLS #399422
https://www.nmlsconsumeraccess.org/Home.aspx/SubSearch?searchText=399422

ElderLife Financial Services

Joe Goelzhauser

This department focuses on ensuring customer satisfaction and retention through support, relationship management, and proactive engagement.

Customer Success

This department provides specialized financial advisory and support services to clients.

Financial Services

This department focuses on generating revenue through customer acquisition and relationship management.

ElderLife Financial Services

Org chart

Teams

Customer Success

Financial Services

Sales Department

Offices

ElderLife Financial Services

Org chart

Teams

Customer Success

Financial Services

Sales Department

Offices

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