Tailor your own financial plan
Our goal is to collaborate with you to prepare a financial plan for independent living at Montgomery Place that’s the right choice for you.
Because we believe in accommodating our residents’ preferences for managing their finances, Montgomery Place is one of the very few life plan communities in the Chicago metro area to offer both entrance-fee and rental options for independent living residents.
With our entrance-fee plans, independent living residents benefit from a lower monthly fee. With this plan, you also receive a 10 percent savings on healthcare services—with no capitation—for the rest of your life if and when you move to assisted living or another level of care.
The entrance fee option guarantees your refundable entrance fee will be distributed to your designated beneficiaries.
Our rental plan, which includes all the lifestyle amenities and services enjoyed by residents paying an entrance fee, only requires a security deposit. The primary difference is you will not receive a discounted monthly fee or reduced rates for future care in other settings.
Your retirement counselor will meet with you to review all the details for each option.