Services Offered

Elder Care - determine principal caregiver, in-home care, housing options, adjusting lifestyle

Downsizing/Relocation - assess alternatives among life care community, senior living, assisted living, nursing home, including packing and moving

Real Estate Specialists - utilize a certified Seniors Real Estate Specialist, including a Senior Mortgage Specialist

Legal/Estate Planning - establish/review/update estate plan via trust or will, address probate, power of attorney, transfer/divest assets to qualify for Medicaid

Financial Planning - define retirement plan, review income, investments, assets, pensions, 401(K)

Insurance Specialists - evaluate available long term care, annuities, term, whole, universal insurance and burial insurance

Benefits Specialists - secure pensions, secondary health insurance, social security, veteran's benefits...know your rights

Social Worker - devoted to aging issues such as disability, nutrition and emotional transition

Geriatric Care Managers - coordinate medical and social needs with a personal care plan...secure in-home safety

Special Needs for Children - including advocacy, education and compliance, special needs trusts and insurance

Additional Personal Assistance - providing daily assistance including transportation, medical and non-medical home health care, errand service, shopping, medication pick up

Organize Personal Data - locate, centralize, collate and file