Paying for care can be an overwhelming and intimidating experience. The biggest question, “Can we afford this?” causes many to put off or even refuse help. We developed

Strategic C.A.R.E. Planning™
(Comprehensive Asset & Resource Evaluation)

to make seniors’ assets work efficiently and to last as long as possible to provide for the most dignity and quality of life. Most seniors are worried about going to the nursing home.

Yet 90% of all seniors never end up there.
Programs are available to help seniors very early in the CARE process.

The sooner they create a PLAN the more benefits they might qualify for.

When we visit with a family, we do a comprehensive review of:

• Their needs and wishes
• All of their assets
• Their budget, including taxes
• Current health plan and other insurance coverage
• Current care needs along with forecasting future needs
• Available community resources, both private and public
• Legal documents reviewed so they can work correctly

Our objective is to put together a Strategic C.A.R.E. Planning™ that will stretch the available assets and incorporate the possible option of all federal and state programs to provide assistance at: (1) staying in the home, (2) independent living, (3) assisted living, (4) board and care or even (5) nursing home.

In other words, we blend all available government programs to pay for the services that they are designed to pay for and use the clients’ assets sparingly and efficiently to provide extra CARE for a comprehensive approach.

Our Strategic C.A.R.E. Planning™ is unique in the financial services industry. Because of our involvement with the senior care industry we are able to bring a unique approach to our planning that is based on an understanding of available CARE industry resources: services, programs and facilities. We do a comprehensive review and then offer a Strategic C.A.R.E. Planning™ that might integrate several different programs and services in providing the appropriate solutions for clients needs. As their situation changes or they need different levels of care, we continue to assist them with the appropriate implementation of the Strategic C.A.R.E. Planning™

I look forward to discussing your situation; feel free to contact me.