Moving to Siena Lakes Provides Financial Security and Peace of Mind

When Sharon and Rich Groff decided to move from their house at Quail West Golf & Country Club in Naples, Fla., they were looking for a continuing care retirement community with plenty of amenities and activities. Eliminating costly maintenance to adopt a worry-free lifestyle would be a bonus.

The couple found exactly what they wanted--and more--at Siena Lakes, the Erickson Senior Living community in Naples, Fla.

"We love attending talks, presentations, and other entertainment here," says Sharon.

Rich adds, "And I don't have to worry about the lawn, the roof, the screens, the lanai, the pool, or even the hurricanes. It's such a relief!"

The icing on the cake was Siena Lakes' pricing structure, which makes budgeting a breeze and provides peace of mind. 

Attractive financial options

While preparing for their move to the community in November 2022, the Groffs were happy to learn that they had financial options. 

Incoming residents can choose between an 80% refundable entrance fee--which goes back to you or your beneficiaries, if or when you leave the community--or a nonrefundable entrance fee. The Groffs chose the nonrefundable entrance fee.

The couple also found a lot of value in Siena Lakes' monthly service package, which covers the costs of all utilities, including heating and air conditioning, phone, and internet; access to the fitness center and pool; regularly scheduled transportation; housekeeping; maintenance, including repair and replacement of appliances; and much more.

"I don't have to write all the various checks for things that I used to, and that's nice," says Rich.

"I like having one payment because it's simple. We no longer have to pay property taxes or for home improvements or maintenance. So much is included," adds Sharon, who simply calls General Services if a light bulb burns out or a faucet starts to leak. 

Safe and secure

The Groffs no longer need to worry about the implications of hurricanes, either. 

"The last hurricane we experienced in our old house, we were just hoping and praying that it didn't do any damage," Sharon explains. 

When Hurricane Idalia hit last year, though, the couple was completely safe at Siena Lakes, where buildings are constructed to withstand Category 5 hurricanes--the highest ranking--and windows are rated to protect against winds up to 185 miles an hour.

"We were having such a good time here during Idalia that we couldn't even hear the wind," says Sharon. "It was really nice, and we felt safe."

Active lifestyle

But Siena Lakes residents gain more than safety and security--they gain a whole community filled with amenities, activities, and services at no extra fee or cost, bringing a true value proposition. 

"About twice a month, a musical group will sing and perform. A lot of us will order dinner from one of the many restaurants and have it delivered to the common area of the clubhouse. We'll have our dinner and dance!" says Sharon. 

The Groffs also attend Bible study, weekly trivia, and the fitness center--with Sharon taking balance, stretching, and toning classes and Rich working with trainers. 

Easy access

"In our old house, it was hard for me to get around," says Rich. "But now that we live in a one-level apartment home and buildings are connected via elevators and climate-controlled walkways, I can get around really well."

"Here, he can just go on his scooter and be around everybody," says Sharon. "He has always been a social person, so this is nice!"

"To provide the best services possible, we create an open environment for residents to share their suggestions for improvement. We're always looking for ways to implement new activities," says Executive Director Mike McCormick. "This forward-thinking approach not only enhances the quality of life of our residents but also preserves the value of their investment in Siena Lakes."

Peace of mind

For Sharon and Rich, having access to on-site health care adds to Siena Lakes' value as well. 

"It's nice to have a doctor's office here in the medical center. It's so convenient," says Rich.

"We have peace of mind knowing that, if we do have a health problem in the future, there are people here to help," she says. "We are safe here, and our children no longer worry about us."

To learn how you can make the most of your retirement, request more information today. 

*As per the Residence and Care Agreement.