OUR EXPERTISE
We belong to the Society of Certified Senior Advisors, the world’s largest membership organization that educates and certifies professionals who serve seniors. We specialize in the challenges and opportunities faced by people 55 and older. As Certified Senior Advisors‚ we are required to volunteer and take courses that emphasize the highest degree of ethics and service.
Our areas of expertise include:
- Accounting Services
- Alzheimer's and Dementia
- Banking Services
- Bill Paying Services
- Caregiver Resources
- Dental Services
- Durable Medical Equipment
- Elder Law Services
- Estate Planning
- Financial Coaching
- Geriatric Care Managers
- Grief and Loss Counseling
- Health, Nutrition and Fitness
- Home Care
- Independent and Assisted Living Facilities
- Insurance Specialist
- Long Term Care Insurance
- Medical Claims Assistance
- Optometry Services
- Physician Referrals
- Pre-Need Funeral Planning
- Reverse Mortgage Services
- Senior Moving Services
- Senior Specialist Realtors
- Social Security and Tax Specialist
- Social Aspects of Life

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