Resources
RETIREMENT READINESS RESOURCES
INSURANCE COVERAGE
Peak Wealth helps our clients determine the appropriate long-term care or life insurance products and we work with these trusted providers.
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Long Term Care
Brian Gordon at Gordon Associates
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Life Insurance
Kevin Grady, Exclusive Insurance Brokerage
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Health Insurance
If you are nearing 65, you will need to sign up for Medicare.
If you need help navigating the ‘alphabet soup’ of supplemental insurance for Medicare, we recommend Steven Herweyer at Herweyer Financial.
ESTATE PLANNING
Peak Wealth assists our clients to work with attorneys to create an estate plan and ensure assets are properly titled in your trust.
Attorneys below practice in various states. If you need a recommendation near you, contact our office.
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David Brantz, Kottke & Brantz, LLC - Colorado
Brook Didier Starkes, Legacy Legal – Illinois
Michael Diederich - Illinois
Bill Ellsworth, Ellsworth Law – Illinois & Florida
Kyle Emkes, Maatuka Al-Heeti Emkes, LLC - Illinois
Forrest Heyman, Meyer Capel - Illinois
Tye Klooster, Katten Muchin Rosenman LLP - Illinois & Florida
Patrick Thiessen, Frie Arndt Danborn & Thiessen, P.C. - Colorado
Mary Vanek, Matlin Law Group P.C. – Illinois & Florida
While Peak Wealth Planning recommends using an attorney, if you prefer ‘do-it-yourself’ estate planning, check out these online will makers.
TAX PREPARATION & BOOKKEEPING
Search for the CPA Society in your state.
Then, use the "Find a CPA" search.
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HEALTH & WELLNESS
NATIONAL AGING RESOURCES
Search for Patient Advocate Nationwide for help with Healthcare Problem or Medical Crisis
Aging Life Care – Nationwide Geriatric Care Managers and Patient Advocates
Assisted Living Placement Agent – National
ILLINOIS AGING RESOURCES
Patient Advocacy and Medical Advocate in Chicago
Sage Lifestyle Concierge coordinates Services for Aging in Chicago Area
Senior Living Placement – Chicago
Respite Care for Caregivers - Illinois
Caregiver Resource Center for Illinois (google search for your state) - Can assist with services to help seniors remain in your home, including: meals delivery, housekeeping, home modification, assistance finding assistive devices, transportation services, caregiver training, and locating respite services for caregivers.