Finance, Care Planning & Legal

GENTLE TRANSITIONS SENIOR MOVE MANAGEMENT
7346 Ohms Lane, Edina, MN 55424
Telephone: 952-944-1028, 651-224-0335
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Website: www.gentletransitions.net

Since 1990, Gentle Transitions has been the national and local leader of the senior moving management industry, coordinating all aspects of seniors’ moves throughout the Twin Cities and outlying areas. From sorting, getting rid of unwanted items, packing, moving, unpacking and total resettling, every detail is handled with compassion, experience, and the utmost attention to detail.

Professional organizing and home cleanouts also available.


 

INSURANCE ADVANTAGE

Thomas J. Wilson

Insurance Advantage Agency LLC

7600 Parklawn Avenue #350, Edina, MN  55435

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Cell:     612-581-7904

Office: 952-746-5770
Website: www.advantageagent.com


“Where the Advantage is Yours”

Providing consulting on Home, auto, business and health Insurance. Will help you sort through the confusing maze of  Insurance to make sure you have the best coverage at the best price.


RICHARD JENSEN, THE LAW OFFICES OF RICHARD JENSEN

8680 Grier Lane, Heron Suite, Eden Prairie, MN 55344
Telephone: 952-944-0406
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Website: http://www.jenslaw.com

I’ve had my estate planning law practice in Eden Prairie since 1988. I work with families on wills, trusts and probate.

I’ve helped many families create revocable living trusts. Living trusts provide benefits while the grantor is living, and control how legacies are left for loved ones. They can also eliminate probate expenses.

I help seniors plan for a time when they can’t manage their finances or made medical decisions for themselves. They can appoint decision makers before hand, and leave instructions to guide the decision makers.

I discuss long term care planning options with clients. When appropriate, I can help with special needs trusts for disabled family members.

There is typically no charge for the initial consultation. For many clients, the initial consultation also includes a short course on basic legal principles as well as the nuts and bolts of estate planning.

 



RIVER CITY MORGTAGE & FINANCIAL

Steve Garver, CSA
8300 Norman Center Dr Suite 240, Bloomington, Minnesota 55437
Telephone: (952) 820-3272; Cell: (612) 636-9578
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Website: http://www.rivercitymortgage.com

Steve has been in the mortgage banking industry for over 23 years, including also serving seniors as a reverse mortgage advisor for the last 6 years. He has a passion for educating seniors and believes that if they have all of the information, they will be able to make the right decision.

His approach is simple:
• Ask for information, not just the order. Understand the needs and obstacles the senior faces, whether it be health, financial, or social.
• Seek out the best solution and determine if a reverse mortgage is actually right for them.
• Knock their socks off with great customer service!
Building trust and confidence in the senior market.
When you are ready to make what may be one of the largest financial decisions of a lifetime, you want to know that you are entrusting a company that you can depend on to perform. River City Mortgage & Financial has been helping people finance their homes and investment real estate since 1987. As a locally owned company, we have built our reputation for quality service one customer at a time, and we care about how we keep our word and our standing in the communities we serve.

Our professional Mortgage Consultants are trained and committed to providing the information and guidance for you to choose the right mortgage product to meet your current monetary needs as well as your long-term financial goals. We are a HUD-approved lender offering:
• Reverse mortgages - purchase & refinance
• Low-cost adjustable mortgages
• Interest-only payment option
• Conventional fixed rate loans
• FHA and VA loans
• Vacation and second home financing
• Investment and commercial property loans
• JUMBO and Super JUMBO loans up to $6 million
• Non-prime credit options
• Low-Mod income loans (MN Housing Finance Agency approved)
• Low documentation options
• First time homebuyers


 

CHANGING LIFESTYLE SOLUTIONS
15300 Crown Dr., Minnetonka, MN  55345
Telephone: 612-986-3196
Website: http://www.changinglifestylesolutions.com

As we age our needs change. We all want that transition to be comforable. Changing Lifestyle Solutions helps seniors and their families understand the many options they have to stay in their home or make a move. We teach them about the services, products and changes to their home that are available, and work with them to make these changes. If they decide to move we can help them find a new home and help them through all the phases of moving from downsizing, packing and moving to get settled. We will work with seniors until they have made all of the changes they need in their current or new home.


 

WELLS FARGO HOME MORTGAGE
380 S. Marschall Road, Shakopee, MN 55379
Telephone: 612-750-1313
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Website: https://www.wellsfargo.com/mortgage/

Many of today’s senior citizens, while faced with a variety of medical challenges, own their own homes and have paid off all or most of their mortgage. This means that they may have a significant amount of untapped equity. Access to these funds may provide a solution to help ease some of their financial concerns when faced with unexpected expenses.

Reverse mortgage proceeds can be used to pay medical expenses or supplement income to meet monthly living expenses. The proceeds are available in a lump sum, monthly payments, or a flexible line of credit, and best of all it is tax free¹. To be eligible for a reverse mortgage, seniors must be at least 62 years of age.

For more information, on reverse mortgage loans or other financial products available to seniors, please contact:
Rich Ambrookian; 612-750-1313 (mobile) – 612-316-2177 (office)


 

THATCHER LAW FIRM PA
6201 Creek Valley Rd., Edina, MN  55439
Telephone: 952-270-8801
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
http://www.thatcherlawfirm.com


Catherine R. (Cathy) Thatcher has over 30 years of experience in elder law, estate planning, probate, guardianships and conservatorships, and real estate.

Why should you choose Cathy?
  • Comprehensive, effective and innovative solutions to legal problems
  • Understands the complexities of family situations
  • Personalized attention and responsive to your needs
  • Expertise and experience in working with seniors and their families
 


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