Health-Wealth Connections

In response to the growing need for support and assistance with the complex issues of aging, we formed a group of experienced professionals to help seniors and their families. These professional partnerships allow you to receive not only guidance for health and wellness issues, but also confidence. We can provide professionals referrals that can assist in their particular areas of expertise, including:

• Legal Services
• Real Estate
• Medicare/Heath Insurance
• Home Health Care
• Financial Coaching

We also like to work closely with your existing CPA or Attorney to ensure the coordination of advice regarding your tax and estate planning needs.

Continuing Care Planning

• Access to continuing care consultant
• Coordination of medical and financial issues
• Medicare/Heath Insurance
• Assisted Living options
• Long term care
• "Housing Options for Older Adults" - This is a very good overview to the wide array of housing options and living arrangements available.
• "Top 10 Questions You Need to Ask Any Continuing Care Retirement Community
• Questions to ask when selecting In-Home Care or Home Health Agencies.
• "Assisted Living Checklist"Helpful questions to ask when evaluating an assisted living facility.