Brooksby Is A 'Sound Financial Decision' For Jo Anne and Royal Philpott

June 12, 2024

Whitefish, Mont., natives Jo Anne and Royal Philpott were ready to find their forever home after moving 13 times in the last 54 years. 

"Being closer to our children was the main reason for our fourteenth and final move," says Royal. "Our daughter lives in Boston, so she offered to explore some retirement communities in the area. She was won over by all that Brooksby Village offers."

"She told us that if she were to move to one of the communities, it would be Brooksby," adds Jo Anne. "Her opinion meant a lot to us, so we decided to look into the community ourselves."

The couple was pleased to learn that the pricing structure at Brooksby, the Erickson Senior Living community in Peabody, Mass., would not only make budgeting easier but provide peace of mind for the future. 

"Our move to Brooksby was a sound financial decision--one that makes for easy living!" says Royal. 

Budget with ease

Brooksby's pricing structure is made up of two components: the 90% refundable entrance deposit* and the monthly service package. 

The 90% refundable entrance deposit, which is used to secure your desired apartment home, goes back to you or your beneficiaries, if or when you leave the community. 

"It's a great investment," says Royal. "It feels good, knowing that our deposit is refundable--even though we know we're not going anywhere else!"

Jo Anne and Royal were also impressed with the predictable monthly service package, which covers all utilities, appliance repair and replacement, a meal plan at on-site restaurants, regularly scheduled transportation, and access to top-notch amenities like the fitness center. 

"One bill covers everything, and I know exactly what it's going to cost every month. It's so easy to determine our budget now," notes Royal. "You don't have to worry about anything! If you have a light bulb go out, or if something breaks, you just call General Services and they come and fix it."

"Also," Jo Anne adds, "Brooksby's fee-for-service model allows residents to pay for only the services they currently want or need, which means that we get to hold onto more of our assets." 

More outside your door

After getting a good grasp of the financials, Jo Anne and Royal signed up for the Live the Life program to learn more about community life at Brooksby. 

"Our Live the Life experience was the final thing that helped us decide. We stayed in a furnished apartment home for three days," recalls Royal. "We had dinner with two couples and got their outlook on the community, which was overwhelmingly positive."

Jo Anne, although pleased to hear residents' words of praise, was even more impressed with the meals. "I worked in the food service industry as a dietitian," she says. "The food here is excellent!"

Throughout their stay, the couple was also happy to see residents on the go, walking everywhere from activities to club meetings and fitness classes. 

"It became clear to us that you don't just get an apartment home. You gain a whole community filled with amenities, activities, social connections, and services," explains Jo Anne. 

Associate Executive Director Justin Paradis notes that many retirees have the same realization when they visit campus. 

"People are often surprised to learn how much value they can get for their money," he says. "Plus, Erickson Senior Living is vigilant in constantly reinvesting in its communities. Residents' investments are well-spent to keep their home beautiful and up-to-date."

The perfect fit

After all their research, it was clear to the Philpotts that Brooksby was the perfect fit for them. 

"Our daughter was right!" notes Royal. "You get so much for what you pay."

The couple chose a two-bedroom, two-bath apartment home in the Town Center neighborhood, which is close to many amenities.

"It's the best location," Jo Anne says. "We are just a short walk away from the pool, the fitness center, the medical center, and the CVS. And, there are three restaurants in Town Center alone! It's really very convenient."

"There are so many reasons why moving to Brooksby is a smart financial decision," says Sales Director Gina Fernandez. "Our maintenance-free apartment homes eliminate the stress of costly repairs, creating peace of mind and time for you to pursue hobbies and interests with newfound friends." 

Time for family

Since traveling 2,600 miles to their forever home last fall, Jo Anne and Royal have found it easier to manage their budget, live an active lifestyle, and spend time with family. 

"Having our daughter right around the corner has been great," says Royal. "And having stability--knowing that everything's taken care of--is the icing on the cake."

Invest in your future self at Brooksby. From top-notch amenities to affordable, maintenance-free apartment homes, you are sure to live your retirement to the fullest. Request more information today!

*As per the Residence and Care Agreement.