Serving Clearwater, St Petersburg, and Tampa region

By phone or in person, we conduct an in-depth assessment of medical & care needs, social & life style preferences, financial situation & budget.  We assisst families in finding resources to cover the cost of care and help prevent asset spend down!

Based on the criteria from your assessment, your advisor will connect your family with the best options for senior living &care.  We contact communities, check availability and schedule tours.  We walk you through the entire process to ensure all of your questions and concerns are addressed.  We also help negotiate costs!

We connect your family with services that you may need in order to make a seamless and positive transition.  This includes: elder law attorneys, Vetrerans benefits, insurance, realtors, downsizing/movers, estate planners, physical therapy, medical supplies and more.  

During the transition process, your advisor will be available to help resolve issues and answer questions.  We do our best to make the transition process as smooth as possible.