Services Offered
Elder Care – determine principal caregiver, in-home care, housing options,
adjusting lifestyle, organizing and conducting family meetings
Legal/Estate Planning – Advance Directives, 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
Additional Personal Assistance – providing daily assistance including
transportation, medical and non-medical home health care, errand service,
shopping, medication pick up
Real Estate Specialists – utilize a certified Seniors Real Estate Specialist,
including a Senior Mortgage Specialist
Downsizing/Relocation – assess alternatives among life care community, senior
living, assisted living, nursing home, including packing and moving
Organize Personal Data – locate, centralize, collate and file