Sometimes this is all you need...the answer to just a few questions. Not a problem, we can take care of that over the phone. 

We can answer your questions on Medi-Cal, Medicare, Veteran's Benefits, Where to find care providers...and many other common long-term care topics.

Phone counseling is free of charge.  You can call anytime, as many times you like.

Unlike general financial planners, our process begins by gaining a thorough understanding of your care needs.  An on-staff registered nurse reviews every case.  Through discussions with the family, the doctor and the hospital, she can help determine whether home care, board & care, assisted living, or a skilled nursing facility is most appropriate.  Just as important, she will provide insights on how these care needs will likely change over time.

We help family's assess what resources are available to them and how much they can safely afford to pay for care.  This provides a great comfort to know how to avoid outliving their assets. 

Together we’ll compare different scenarios and see which makes the most financial sense.  For example; we will compare Home Care Vs. Assisted Living, when to apply for Medi-Cal or Veterans Benefits, if you should rent or sell your house, when to use a home-equity-loan Vs. a reverse mortgage and many other useful tactics.

We help you get it done and get it done right.  For many, these forms can be confusing and time consuming.  Worse yet, it’s possible to mess up your eligibility if they’re not done properly. 

We’ve been through the process many, many times and are now experts on how to avoid the pitfalls and obtain the benefits you are entitled to.

Selecting the right care facility or home care agency is not an easy task as there are so many options.  Our placement agents keep track of who are the best providers, their specialty, what they charge and their availability. 

Using our placement agents greatly increases your odds of success as they get paid (by the facility) only if you stay with it;…thus, our agents are very motivated to ensure they find you the right fit.  Our agents are even available to go with you to tour the facilities they suggest.

Oftentimes families get stymied in their efforts to make arrangements for a loved ones care.  Most commonly the barrier is getting everyone to agree. 

We can help facilitate differences of opinion by bringing facts to the table and providing the tools to test the practicality of each idea.

We take pride in our ability to bring family members together and working from the same play book.

In the care industry, the axiom of “squeaky wheel gets the grease” certainly applies.   We can inform you with what your expectations should be and what to do when caregivers fail you.  We can provide you with materials and personal guidance on how to ensure your loved one is getting the best care

We can connect you with resources for common senior issues, such as Elder Law Attorneys, Senior Centers, Support Groups, Health Insurance to name a few.  If we don’t have a listing for your need…we’ll find it.