The first thing to remember is. . .

DON'T PANIC

All of the issues of aging can be dealt with in a calm, ordered and well thought-out manner. Generally, Seniors want 3 things:

•  To stay at home

•  To retire with dignity

•  To not be a burden on their families

All of these are realistic and attainable goals. Here is how I can help :

 

Assessment of Needs

•  geriatric case management

•  determining what is "really" needed; personalized, case-by-case assessment

•  ascertaining who has legal and financial control

Cash Management

•  making sure there is enough to live on

•  rescuing bad investments

•  understanding and managing cash-flow

•  asset protection

•  saving enough for any level of needed care, even the unforeseen

Transition Guidance

•  moving to long term care

•  choosing and paying for a facility

•  ascertaining the needed level of care

•  assisting with Medi-Cal eligibility and application

•  understanding Medi-Cal policy

 

The good news: WE CAN HELP WITH ALL OF THIS!!

You can be in charge of your circumstances. There are answers.

No one needs to lose everything to the cost of Long Term Care.

I WILL MAKE SURE THAT YOUR FAMILY KEEPS WHAT YOU WORKED A LIFETIME TO ACQUIRE.

Call me at 1.800.999.8007. I can help.