Windsor Run: A smart financial choice

Finding the right retirement community for you relies on a number of crucial factors—you want to make sure you're getting the lifestyle you want at a cost that fits your budget.

“At Windsor Run, community members enjoy the financial value of many amenities, such as on-site dining and emergency response services, that would not be available staying at home or in a regular apartment or condo,” says Maureen Hlavacek, who moved to the Erickson Living-managed community in 2018. 

Maureen appreciates the benefits of moving to an Erickson Living community. In addition to the industry-leading 90% refundable entrance deposit, Windsor Run provides a wide variety of financial options, including a 0% refundable entrance deposit, as outlined in the Residence and Care Agreement. 

“It is because of our financial strength that we are able to offer a non-refundable plan, which amortizes over four years,” says Theresa Palladino, Windsor Run's director of finance. “Our mission is to make sure that Windsor Run stays affordable to the average, middle income person.”

Financial strength and security are the cornerstones of this financial model. For nearly 40 years, Erickson Living residents, like those at Windsor Run, balance their budgets with confidence, knowing that no matter what the future holds, their investment is safe and secure. In fact, many community members find that they enjoy an unbeatable lifestyle while spending either the same or less than they did in their previous house.

“Using our home sale funds to move to Windsor Run allowed us to have a richer, safer, and more comfortable lifestyle in retirement,” says Maureen. 

The sky's the limit

The financial security provided at Windsor Run extends beyond the entrance deposit to include the monthly service package. This covers the costs of all utilities except phone, all major repairs, 24-hour security, flexible dining plan, secure Wi-Fi, and cable television. It also includes several amenities not available when living in a house, including home and seasonal maintenance, professional landscaping, pest control, trash collection, yard care, health and fitness facilities, homeowner's insurance, and property taxes.

Prior to moving to Windsor Run, Maureen did her homework, ensuring that she made a decision that made the most sense financially. As a result, she determined that not only was moving to Windsor Run a financially smart decision, but doing so sooner rather than later held additional benefits.

“Just arranging for these services and paying the bills for all these things in our home or at other facilities cost more and took a lot of our time that we now can spend on things we enjoy,” says Maureen. “The monthly service package takes the worry and work out of financial management of our daily lives. I know what my monthly fee for the year is without having to worry about unanticipated home maintenance costs.”

Additionally, Maureen knew that staying in her house posed uncertainty for the future.

“Our house was close to that 15-to-20-year age where major maintenance expenditures become necessary,” she says. “In fact, the year before we moved, both of our well motors quit working, and it was an unexpected expense of approximately $10,000 to replace them. We knew that increasing home maintenance and repair expenses would have continued to use up our savings.”

Something for everyone

Another financial benefit of moving to Windsor Run are the numerous clubs and activities offered to community members, free of charge, including the popular golf outing group, Wii bowling, water-color painting classes, the walking club, and choir. Community members enjoy access to a state-of-the-art fitness center, swimming pool, classrooms, library, theater, and game rooms. 

Sharing the joy

Thanks to Erickson Living's strong financial record and the peace of mind that comes with a financially sound investment, the Windsor Run sales office is busy each day meeting with people interested in a future at the sought-after community. 

“Our goal is to ensure that everyone wishing to move to Windsor Run is able to do so in a way that makes the most sense to them financially,” says Director of Sales Ryan Barkley. “I encourage anyone in the midst of the decision-making process to make an appointment to learn more and ask their important questions.” 

“We knew that by choosing to move to a senior community before health issues required us to, we could select a time when the housing market was good, enabling us to get best value for the sale of our home,” says Maureen. “I have not met anyone who has moved here and wished they hadn't. Instead, many residents say they wish they had moved sooner, when they were physically more able to take advantage of all the activities, exercise programs, and events.”

For more information about the financial value of moving to Windsor Run, visit WindsorRunCommunity.com or call 1-800-649-6810. 

Written by Kelly Shue