For Wealth Managers

We provide guidance to financial planners and wealth managers in securing appropriate and cost-effective services to support the unique special needs of their trustees.

A lifetime of special needs care requires the expertise of a financial planner and the diligence of a caregiver. Even better is to include the overview of a knowledgeable care manager.

Care managers know the eligibility requirements and scope of services available through government programs and insurance benefits. Through the assessment process, we come to understand the details of the patient’s abilities, care needs, and defined quality-of-life goals. Combined with our knowledge of local resources, the trustee and caregiver receive optimum support.