GET MY PERSONALIZED ASSESSMENT
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HERE'S YOUR PERSONAL ASSESSMENT
The following shows the potential match between your finances and a range of pricing levels at The Heritage at Brentwood.
The above results are preliminary in nature. We encourage you to have a conversation with one of our retirement living specialists who will be happy to prepare a more detailed assessment and provide additional information on floor plans and financial options that appear to be the best match for you.
Disclosure and Methodology
The results shown correspond to calculations generated by myLifeSite’s proprietary financial calculator and reflect the approximate potential for your assets and income to cover the anticipated costs associated with this retirement community over your lifetime. Results are based on several hypothetical default assumptions, including growth rates (max 4%), inflation rates, life expectancy, and more. While the assumptions used are believed to be reasonable for the purposes of a preliminary assessment, actual results may be materially different over the corresponding time frame. Investment-related income such as dividends, interest, capital gains, and other withdrawals are automatically calculated, and are based on approximate asset values and the hypothetical average growth rate applied. Asking for these income sources separately in MoneyGauge could lead to double counting. Other potentially relevant details, such as long-term care insurance or passive income sources, are not factored into these projections and would likely change the outcomes. (Note: Some versions of MoneyGauge incorporate a question about long-term care insurance. In this case, the default policy specifications used in the calculations, including a 90-day elimination period and a 3-year coverage period, could be different from the actual specifications of your policy.) The results provided above should not be considered financial advice or a guarantee of future financial outcomes, nor should they be viewed as a final decision on the part of the retirement community regarding financial qualification.