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Our Elder Care Service Division offers a vast array of
services depending on the clients needs. Services vary from the basics
of paying bills and depositing funds, to more complex services such as
managing or overseeing management of rental properties, farms, personal
residence, etc, evaluating long term financial needs, legal documents
such as General Power of Attorney, Medical Directives, Trusts, Wills,
and related legal documents. We accept clients at various stages of the
aging process; however we can provide our best advisory services by establishing
relationships early on in order to provide affective planning for later
needs. We encourage prospective clients to establish relations with us
now and maintain a long term relationship which enables us not only to
plan ahead, but to monitor those plans over time.
We work closely with our client's Attorney, Financial Advisors, Medical
Professionals, Geriatric Case Manager, and family to insure that needs
and goals in all of these areas are well coordinated. Monthly reports
are provided to all appropriate parties. An engagement letter is prepared
and agreed to by all parties concerned detailing the services to be provided
and a stipulation is included that our services are on a fee for service
basis. No gifts will be accepted from our clients by any of our staff
and no staff member will accept being named as an heir to the client,
thus insuring to the client and family that our services remain strictly
professional.
Our goal is to assist our clients in increasing their probability of
aging gracefully and living their lives to the fullest.
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