Retirement Community CCRC Tools Resources

myLifeSite removes confusion when choosing which continuing care retirement community (CCRC) is best for you.

We provide detailed, objective information and tools for consumers and their advisors.

At a Glance

Founded:

2010

Who we serve:

Consumers, financial advisors, CPAs, CCRCs, media, and consultants

Headquarters:

Raleigh, North Carolina

3 Differentiating Facts about myLifeSite

1. We will never sell your contact information to retirement communities.

Instead, we provide portions of our data for free and charge a small monthly fee in exchange for a robust solution that digs deeper than our competitors’ content. Furthermore, because we work for you, our information is free from the “pay to play” biases you will too-often find on the internet. Our objectivity has paid off, as a large number of retirement communities subscribe to myLifeSite in order to educate their own prospects.

2. We believe the financial and contractual details are of great importance when choosing a suitable retirement community.

In order to locate and synthesize this information, we have an experienced research team of CPAs, MBAs, and CFPs. While obtaining this data is difficult, complicated work, we do it because you need this unbiased information at your fingertips in order to make informed decisions.

3. We believe you should be able to make informed financial calculations while you are researching retirement communities.

That’s why we’re the only retirement community research website that also contains a robust financial calculator customized for this important decision.

“Our research of CCRCs always left us with more questions than answers until we discovered myLifeSite.”

John & Barb, Stewartstown, PA

Brad BreedingCo-Founder / President

Prior to starting myLifeSite Brad spent thirteen years as a financial advisor. It was during that time that he recognized a need among older adults and their families for better information and guidance when researching retirement communities. Brad’s extensive knowledge of the senior living industry, combined with his financial planning background, allows him to provide valuable insights about lifestyle, healthcare, and financial planning considerations related to this significant life decision. Brad holds a Certified Financial Planner™ certification and has been quoted in national media such as Kiplinger’s Magazine, Wall Street Journal’s MarketWatch, USA Today and The New York Times. Brad is the author of What’s the Deal with Retirement Communities?, rated five stars overall on Amazon, and speaks regularly for retirement living providers, industry trade organizations, life-long learning classes, and other groups across the country. Learn more about Brad’s speaking engagements.

Bobby MartinInvestor / Business Advisor

Bobby was a co-founder and President of First Research. Established in 1999, Bobby built the business from the ground up into a highly successful provider of industry research information utilized by banks, CPA firms and law firms. In 2007, First Research was successfully sold to Dun & Bradstreet. Bobby is also the author of The Hockey Stick Principles — a book based on a research project to figure out how good ideas become successful firms. Today Bobby is an angel investor and serves as an active board member with innovative start-ups Vertical IQ, Local Eye Site, Boardroom Insiders, myLifeSite, and etailinsights. He speaks frequently about entrepreneurship at universities such as Georgetown MBA program; University of Colorado at Boulder; Appalachian State; UNC- Chapel Hill; Council for Entrepreneurial Development; and at corporate events. In 2006, he was a recipient of the Triangle Business Journal’s “40 Under 40” Award in Raleigh.

Ken TaylorCo-Founder / EVP of Product Development

Ken is the guy behind the scenes at myLifeSite. A CPA, he is directly responsible for product development and financial management. Ken and his team built and maintain the myLifeSite database of community profiles. In addition, he is responsible for customer service and help desk operations. Prior to becoming a co-founder of myLifeSite he spent 25 years growing small and medium-size service companies in the restaurant and travel agency industries, working in the areas of acquisitions integration, project management, system integration, and financial accounting and reporting.

Trent PierceInvestor/Business Advisor

Trent has over 25 years of experience in the health insurance business and is the owner and President of Carolina Benefits and Planning, a boutique insurance firm specializing in healthcare coverage and long-term care insurance for businesses and individuals. In addition to his insurance business, he is an experienced entrepreneur who owns multiple small businesses involved in car care and maintenance, and real estate.

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