LONG-TERM LIVING AND RETIREMENT

Rich Arzaga

Real Estate Whisperer, Retirement Planning

If you’re 50 years or older with 1–10 investment properties, we can integrate your rentals, retirement and taxable accounts, tax strategy, and estate planning into a single financial plan so every asset—and every dollar—works together, resulting in steadier income and cash flow, lower taxes, and a simpler legacy. Rich Arzaga, CFP®, CCIM, is a respected financial advisor with a passion for real estate investments; with a professional yet approachable style, Rich brings clarity and guidance to his clients' real estate matters, helping them navigate options and develop strategies that align with their interests and goals. 

Stacy Hathaway

Family Connections, Planning & Placement

Family Connection Consulting and Senior Placement has over ten years of experience in assisting Families. Our proprietors, Marion Mauro and Stacy Hathaway have worked in the Senior Living Industry, developed relationships with exemplary home-care partners and are passionate about helping families find the right solutions. 

Suzette Kurtz

Sages Elder Care, In-Home Senior Care

Sages Elder Care is a locally founded and owned non-medical homecare company that provides a comprehensive range of high-quality caregiving services that help folks successfully age in place and maintainindependence in safe and relationally connected ways. The team at Sages Elder Care is passionate about caring for clients in ways they would want their own loved ones to be supported. Their experienced, licensed and bonded caregivers go through a rigorous screening process, and receive training in serving individuals with Parkinson’s, dementia, mobility challenges, and a wide array of age-related changes. Treating clients with respect and dignity, respecting self-determination, and having a caring heart of service are essential aspects of their culture. 

Karol Whitlow

Liberty Heights Senior Living

Luxury Style Senior Living. At Liberty Heights, you’ll experience elevated senior living in the beautiful mountain town of Colorado Springs, CO—featuring panoramic vistas, sweeping views, and a warm sense of community. Our full continuum of care—from Independent Living and Assisted Living to our award‑winning Embrace Memory Care, Short‑Term Care, and Skilled Nursing—ensures you will experience the perfect balance of independence and personalized support. With our recently completed renovations, restaurant‑style dining, and curated events—you can live your life, your style—without compromise. 

Website:https://www.seniorlifestyle.com/property/colorado/liberty-heights/ 

Email: info@seniorlifestyle.com 

Phone: 719-828-4046 

Rodolfo Ayala

Merril Lynch, Financial Planning

Rodolfo Ayala works closely with families and individuals to create a coordinated, tax‑aware plan to protect and grow their assets, helping them maximize the impact of their wealth.  

His goal is to help uncover what matters to you and your family to help create a strategy to pursue your financial goals, whether that is for long-term living, traveling, leaving an inheritance, or retiring early. (Investments; planning; retirement; strategy) 

Nathan Johnson

Mutual of Omaha, Reverse Mortgage

After assisting his parents with a Reverse Mortgage and seeing its impact on their lives and retirement, Nathan recognized the value of specializing in Reverse Mortgage lending solutions. These solutions help clients achieve peace of mind, financial freedom, and a greater sense of purpose in retirement. He realized many people had a negative perception of reverse mortgages based on what they had heard or read. He identified that the main challenges faced by most mature homeowners were incomplete information, pressure selling, and general confusion about the program. Nathan provides accurate education and seasoned advice to combat the myths, misinformation, pressure selling, and general confusion about the HECM Reverse Mortgage refinance and purchase programs. He is passionate about making a difference in the lives of mature homeowners by educating them about their Reverse Mortgage options for refinancing their current home or purchasing their next home. He understands the many pressures surrounding finances concerning longevity, sustainability, and the legacy they want to pass on. 

Stacy Osborne

Beneficent, Medicaid Funding and Asset Protection

Beneficent helps families secure funding for long-term care while protecting assets that may otherwise be lost to care costs. Their Colorado-based team assists clients in qualifying for programs such as Medicaid to cover assisted living, home care, memory care, and nursing home expenses. Beneficent works in coordination with a client’s attorney to ensure strategies remain aligned with the client’s estate plan while providing non-legal representation with eligibility analysis, the application process, and communication with government agencies. Free consultations available.