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Our mission is to provide an expert panel of professionals as a resource for families and caregivers to help navigate challenges facing aging loved ones and make more informed and proactive decisions concerning their care, now and in the future.
Estate Planning Considerations : Legal assistance regarding Wills and Advanced Directives, including Powers of Attorney.
Financial Advice for seniors on accurate cash flow projections: Individual review and advisement of investment cash flow projections which will include potential impact of lifestyle and health care costs.
Senior Advocate and resource coordinator Client-centered care coordination and advocacy to ensure your loved one can age well in place.
Trust planning: A corporate trustee can be a crucial partner in protecting assets from predators and providing financial assistance in many other ways.
Relocation and Downsizing advice and coordination: Assist families by minimizing the emotional and physical challenges associated with downsizing and de-cluttering a lifetime of belongings to provide a safer home or a move to a more manageable situation.
Home safety considerations and home modification advice: Design and coordinate home modifications to optimize safety, comfort and independence.
Medicare and Medicare Supplement advice: Educating and assisting Medicare beneficiaries through the overwhelming insurance options to find their best value.
In home care: Flexible in home care options to help seniors maintain their independence and safely age in place. Our services include; Transportation, Personal Care, Meals, Medication Management and more
If you or a loved one is experiencing any of these challenges, then please call Andy Houck, 865.300.4612.
Speak to one of our advisors 1-800-955-8510