The following agencies provide financial, moving and elder law services to seniors in Edina, MN. Services may include move management, estate planning, care management, insurance, financial planning, bill playing and fiduciary and real estate agents.
Gentle Transitions Senior Move Management
7346 Ohms Lane, Edina, MN 55424
Telephone: 952-944-1028, 651-224-0335
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.
Maser, Amundson, Boggio & Hendricks, P.A.
6601 Lyndale Ave. S., Suite 320, Minneapolis, MN 55423
Maser, Amundson, Boggio & Hendricks, P.A. is a full-service law firm with nine attorneys who provide passionate advocacy to their clients in the areas of elder law, estate planning, veteran's and Medicaid benefits assistance, Life Care Planning, asset protection, litigation, conservatorship, guardianship, wrongful death, supplemental and special needs trusts, and probate law.
Our attorneys are well established in the community and have served Minnesotans for more then 25 years. We excel in helping families work through complicated issues and empowering families to plan for the future. The firm benefits from talented and experienced personnel at all levels, helping to make the client experience seamless. In fact, we have a full time licensed social worker on staff to help our life care planning clients navigate the elder care maze.
Our attorneys have been ranked in statewide surveys to the Minnesota Super Lawyers list and named to the Minnesota Women Super Lawyers list by Minnesota Law Politics and Mpls.St. Paul Magazine.
Our goal is to serve our clients' legal needs with professionalism and compassion.
RE/MAX Results Senior Services
5201 Eden Ave. #100, Edina, MN 55436
Ted Field has been assisting seniors for over 35 years. His extensive experience in the health care industry and as a Realtor has provided him with true insight and empathy for what seniors, their families and/or caregivers face when considering a move from their long-held home to more appropriate living arrangements. Ted's goal is to sell your home for the greatest amount of money. He provides free recommendations to increase the value and sell your home in today's market. He specializes in selling homes that need gentle refurbishing. If repairs are needed, he coordinates the contractors for you. It is his commitment to make the process convenient. Ted will help you every step of the way, explaining the process so you can make sound decisions.
Insurance for Longevity
3424 Zinran Avenue South St. Louis Park, MN 55426
Telephone: (home) (952) 938-7627
Many people don’t understand the protection that insurance products provide. Cathy Manning is an independent insurance agent whose mission is to educate – by helping people make informed decisions about financial issues affecting quality of life in retirement. Most importantly, protecting assets that have been accumulated over a lifetime - from downturns in the market, the double taxation on Social Security income and the devastation that can occur to families should the need for long-term care arise due to accident or illness.
As a trained facilitator for Ethical Wills, Cathy does presentations for client and community groups on “Ethical Wills, Putting Your Values on Paper.” Her passion is to be continuously learning about all aspects of senior issues and successful aging.
Jerry Biese Insurance
18105 Valley View Road, Eden Prairie, MN. 55346
Telephone: 612 382 4363
Jerry helps individuals preserve and protect their health and financial next eggs, even if they get sick, get hospitalized or need long term care. Purchasing long-term care insurance ensures individuals receive the care they need – whether at home or in a nursing home – without unraveling the financial portfolio of a spouse or family member. Cost of care can exceed $70,000 a year for nursing home care. A good referral for me is an individual who has a home and assets of a least $100,000 and would like to evaluate the value of having long term care insurance to give peace of mind that they will receive quality care in the event of a long term care event. I can also help individual obtain individual for family health insurance. I am familiar with Medicare, Medicare eligibility, and can enroll individuals in Medicare supplemental insurance for their health care.
ISC Financial Advisors
7760 France Avenue South, #270, Minneapolis, MN 55435
QUESTION: How can you get your clients good honest advice?
ANSWER: Hire a Fiduciary Financial Planner who represents their best interests, not his own. Being a fiduciary Financial Planner means quite simply that my client's best interests always come first. My clients are my boss, I am not beholden to any banks or brokerage firms with competing interests.
Seniors that find financial planning worthwhile are often looking for improved financial security to provide a comfortable retirement. Meeting this goal isn’t always easy, the steps can be very complex, but it’s what I do for people everyday.
In addition I coordinate closely with other professionals involved in the care process. When you are aware of someone that may benefit from some strategies to meet their long term goals please keep me in mind as a valuable resource.
Tom Gartner, CFP®
Thatcher Law Firm PA
6201 Creek Valley Rd., Edina, MN 55439
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
Kris Pearson Realtor Senior Advisor
1300 Lagoon Ave. Ste. 250, Minneapolis, MN 55408
“On A Journey Home” represents our journeys through life. Each of us has a different journey. One of our greatest journeys is selling a home to move into a new home in a Senior Living Community. For each of us the expectation and process is unique. My goal is to appreciate your unique journey and to assist you along the way. A home is not a home because of its room dimensions or the color of the walls. It is about how you feel when you walk through the door. And the way you can envision a new journey unfolding there. A home means something different to each of us. This is about more than real estate. It is about your life and new beginnings.
1875 Northwestern Ave. S., Stillwater, MN 55082
Family Means is a private, non-proft organization providing the following services:
- Budget & Credit Counseling
- Debt Management Program
- Financial Education
- Bankruptcy Services
- Caregiver Support
- Collaborative Divorce
Legacy Wealth Management
204 Stonehenge Drive, Mankato, MN 56001
Legacy Wealth Management is a financial planning firm that specializes in helping women who have gone through a loss. Providing investment and financial services they are dedicated to empowering women with meaningful financial resources and information. Legacy Wealth Management is a Registered Investment Advisory (RIA) firm.
Choice Connections-Lifestyle Options for Senior Living
Contact: Eunice Neubauer, Certified Senior Advisor for a free consultation.
Telephone: 952-687-1700 or 651-261-5379
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Senior Options Referral Service
Serving the Twin Cities South Metro
Free personalized senior housing advice when living at home is no longer the best or preferred choice. We specialize in finding assisted living, memory care and independent living for seniors.
Making a move is difficult at any stage of life. As we age, there are now many senior housing and long term care options today. Choice Connections is a free referral service offering personalized advice for seniors and families. Let us
-simplify the process
-narrow options based on a holistic approach; mental, spiritual,social & physical well being
-set up tours on your behalf saving you time
-be your liaison, guiding you through the decision and transition process
In a health care crisis we can save you time and energy knowing what options might be best for you or your loved one when living at home isn't the best option. Or if you are a planner and wanting to make a choice and control where you move before a crisis, call 952-687-1700 and let us guide you through the best options for you to consider.
Testimonials: "She knew all ther ight questions and availability, we were able to get him (Dad) moved on short notice & he has done nothing but imporve and get healthier since" Susan B.
"Very quick to get together with us & get the process going. All the work was done for us. All we had to do was go & visit" Sandra R.
"It reduced my time and stress when I didn't know which way to turn. I needed help at a certain time and Eunice accomplished this for me...She fulfilled all my needs and there were many. " Nancy Z.
"Excellent. On time for appointments. Called when expected. Gave suggestions for different kinds of housing. Found the right housing for our circumstances." Jim- Mary B.
Professional Business Assistance, Inc.
4445 West 77th Street, Suite 213, Edina, MN 55435
Function as a Financial Administrator/Financial Records Manager, Organize and maintain financial records, pay bills, manage vendors, reconcile bank accounts; provide personal support services ie. organizing and maintaining personal records; interact with professionals such as attorneys, accountants, financial advisors and bankers to assist people with their business that seems confusing or records they cannot produce or provide.
Services offered to individuals, children of the elderly and small business owners who provide services to the elderly population.
Thrivent Financial - Norberto Moran
701 Xenia Ave. S, Suite 550, Golden Valley, MN 55416
Telephone: 763-746-3138 or 952-486-1780
Our practice focuses primarily on helping newly or soon-to-be retired people to ensure they do not run out of money in retirement and have a strategy in place to manage the unique risks they face. Our proprietary program optimizes our clients retirement income and ensures they can enjoy the retirement they envision.
American Association for Wartime Veterans
Edina Office: 7300 France Ave. S., Suite 208, Edina MN 55435
Roseville Office: 2353 Rice Street, Suite 145, Roseville, MN 55113
Minneapolis Mailing Address: 3109 West 50th Street, Suite 215, Minneapolis, MN 55410
Dr. Raphael E. "Ray" Quinn, Chartered Financial Consultant (ChFC)
President: Total Financial Services, LLC
Professional Member: American Association for Wartime Veterans
We are advocated for wartime veterans and their families using the VA Aid and Attendance plan.
We help bring tens of thousands of tax-free dollars to veterans and their families so they can stay where they are or qualify financially to better their situaiton.
Aid & Attendance Agenda
1. Trigger the VA Aid & Attendance Pension Benefit.
2. Protectand Preserve the Assets which have taken a lifetime to accumulate. These assets have to be there to provide for current living costs as well as future care.
3. We accomplish this by:
a. Protecting the Principal
b. Eliminating Risk
c. Providing Liquidity
d. Minimizing any outstanding tax and/or probate costs. Such as:
i. Estate tax
ii. Capital Gains Tax
iii. 4%-7% Probabe Costs
3804 22nd Ave. S. Minneapolis, MN 55407
“Your Mover For Life”
Lovelette Transfer is a local moving company that has been in business for over 75 years. We have built our reputation on the careful handling of household goods, and on our personalized, professional, and flexible approach to moving. Some families in Edina and Minneapolis have used us to move them into their first home, a “move up” home or 2 in the middle part of their lives, and then again into senior housing. Our trucks and workers can frequently be found in and around many of the Edina senior housing buildings assisting residents or building personnel.
Marta Beckett Homes
215 Walker Ave. S., Wayzata, MN 5535538791
Marta Beckett is a real estate consultant with Keller Williams Realty ready to help you transition to a smaller home or move into a retirement community.
We will support you through the moviing process and give you advice and direction on the complex network of senior services that are available for you.