Private Senior Client Services

Our Services

 
 

OUR SERVICES

Our unique senior services aim to help you with the planning, management and placement for the next level of care - all at no cost to you. Our goal is to make the transitional process for care as seamless as possible for your loved ones. We’ve approached every detail of the care planning with the family and client's hearts in mind. Below are the wide variety of concierge services we provide, including extended professional services from our premier affiliates. 

 
 
elderly-couple-black-white.jpg

care coordination & case management

Your loved ones all have unique stories and needs. We are here to help understand the story and guide you through the process of helping your loved one transition into senior living. Our professional advisors listen to your family's unique needs and matches you with the right resources and senior care options.

Zen-Rocks3.jpg

facility assistance & placement  

  • personalized tours

Based on your assessment, your Advisor will send you information on senior living communities tailored to your needs, saving you the time trying to find the right ones to evaluate. Have tours scheduled for you, get tips on looking for the right fit for your needs, and consult with your Advisor at any time - all at no cost to you.

 
 
shutterstock_105053264-1024x682 copy.jpg

in-home care placement

For older adults who are recovering from surgery, illness or need assistance at home, hiring an in home caregiver can be a lifesaver. Home care aides provide comfort, support, meals, transportation and coordinate care between home, family members, doctors and the hospital. Home care agencies offer 24/7 live in home health aide support to hourly as needed assistance. Requirements for home health aide training, certification and education vary by state. It's important to ensure you find dependable, trusted caregivers for your loved ones.

12495087_10154073335100996_3513771097956254351_n.jpg

financial & budget management

Discover the many ways that people pay for senior living, from leveraging home equity to applying for Veterans Aid Assistance. We can offer assistance on how to obtain other programs such as bridge loans, reverse mortgage, madicaid and long-term care insurance assistance. 

 
 
GettyImages-555799487-56e8d5d43df78c5ba057b6f8 copy.jpg

VA Benefits assistance

There are multiple programs offered through the VA to aid in the cost of in home care: Give us a call and we will walk you through the process of qualification.

  • Homemaker Home Health Aid Program
  • Aid and Attendance Program
  • Our Military Legacy
tumblr_p3j4xcv3Fd1tivxp8o1_1280 copy.jpg

Professional affiliation services

  • living will & family trust advisors

  • long term care insurance assistance

We have partnered with trusted Elder planners and  Estate Planners to assist you with a comprehensive family estate plan. The services help to ensure your family and assets are completely protected, you feel confident about your choices, and you have us as a trusted family attorney going forward.

 
 

OUR STORY

OUR STORY

OUR SERVICES

OUR SERVICES

OUR ADVISORS

OUR ADVISORS

TESTIMONIALS

TESTIMONIALS