Summer 2018

A Resource to Help With Housing and Healthcare in Retirement

Trevor Thompson, CFP®

As we live longer, we or our loved ones are more likely to need care to one degree or another. Broadspire® is a care management company that aids with finding quality solutions for housing and healthcare in retirement. Below are some actual examples of how Broadspire has helped families navigate through the complexities of aging.

A 73 year old woman fell in her home and was not discovered for three days. After a hospital stay, she was placed in a nursing home until she was stable enough to return home. However, she was afraid to go back into her home. A Broadspire care manager coordinated with a physical therapist to help increase her strength to walk safely. With support and some “test” outings for ice cream with the care manager, she agreed to return home. She now lives with a companion and an improved quality of life at a lower cost than remaining in the nursing home.

A 91 year old widower and retired junior high music teacher was going through severe depression, which worried his family. An assessment by a care manager revealed that he had very little opportunity to socialize. After the care manager escorted him to his physician, it was determined that the depression was made worse by poor nutrition. Since then, the care manager coordinates visits by a home health aide to provide grocery shopping and meal preparation. The health aide also takes him to a local middle school twice a week to attend music classes and give advice to students. As a result, the depression symptoms have reduced significantly, and he has found a new source for contributing to the community and rebuilding his pride.



These are just some examples of how Broadspire can help improve the quality of life for you and your loved ones. Please reach out to us if you would like to learn more about Broadspire.

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Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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