Get Help with Your Challenging Aging Senior Issues


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Our network of specialists and service providers represent a one-stop shop of different aging resources through one single source. We can help you solve the puzzle of aging senior challenges. Open up the various drop down titles below to see how we can help.

Get Help with Your Challenging Aging Senior Issues


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Our network of specialists and service providers represent a one-stop shop of different aging resources through one single source. We can help you solve the puzzle of aging senior challenges. Open up the various drop down titles below to see how we can help.

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Our network of specialists and service providers represent a one-stop shop of important aging resources through one single source. Here is a list of the services we can provide in your area:

  • Care coordination and management
  • Non-medical home care provider, home care aide
  • Veterans benefits specialist
  • Reverse mortgage specialist
  • Elder law services, medicaid advice and attorney-based estate planning
  • Relocating, downsizing, organizing, finding a new home and real estate services
  • Insurance, investments, retirement planning and financial advice
  • Medical equipment, home modification and disability aids
  • Preserving assets from Medi-Cal spend down requirements
  • Senior care placement services
  • Fiduciary services
  • Cremation and burial services

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The members of our council can provide referrals to an extended list of trusted senior providers who offer additional advice or assistance in the following areas:

  • Care managers
  • Trust management, guardianship and custodianship services
  • Family dispute and eldercare mediation services
  • Home health and hospice providers
  • Adult day services
  • Home maintenance, deep cleaning, remodeling and yard work
  • Medicaid funeral trust specialists
  • Specialists in converting life insurance into cash
  • Transportation and companionship services
  • Home safety systems
  • Health and wellness counseling for caregivers and aging seniors
  • Personal household financial management
  • Insurance benefits advisors and coordinators
  • Non-attorney estate planning, tax planning, trust management services
  • End-of-life planning and services
  • Referrals to government senior support programs

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As a commitment to our serving the community, we provide an extensive library on this website of over 130 articles and videos covering the entire spectrum of aging issues. These are in-depth articles and provide important knowledge and practical solutions. This is part of our free service to aging seniors and their family members. Click on the “Learn” tab to access our learning library.

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These two simple online assessments are designed to test the survey taker’s awareness of important aging issues. The first survey is for aging seniors and the second is for younger seniors who are contemplating retirement or recently retired. There is no cost and no obligation to these assessments. They are part of our service to the community to help seniors become aware of important issues that need attention. The evaluations consist of 20 statements or questions requiring yes or no responses and take no more than 8 minutes to complete. The only personal information that is required is the name of the aging senior or retiree, his or her marital status, age and contact information.

After completing the yes or no responses, a report is produced which can identify up to 21 different issues that the survey taker needs to take action on or that person could have been completely unaware of. If the survey taker wishes, we can provide help to find solutions to the issues that are uncovered through the assessments.To access these evaluations click on the "Assessments" tab.

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Life Resource Planning is a formalized planning process that helps aging seniors and their families identify the need for additional in-depth planning from aging resource experts. It is not an all-inclusive planning approach, but identifies problems or issues that require the more in-depth planning. For a small fee the person or persons desiring to do this planning fill out a 123 question online form which includes information about family members, disability issues, income, assets, debt, insurance coverage, current or future intentions on living arrangements and possible caregiving needs. A formal report is produced which the planner uses to go over with the aging senior and his or her family member. This meeting will identify the need for more directed planning such as:

  • Financial planning
  • Estate planning or estate planning revisions
  • Insurance restructuring
  • Tax planning
  • Medicaid or Medi-Cal planning
  • End-of-Life planning
  • Debt restructure
  • Insurance coverages restructure
  • A family caregiver plan
  • Setting up home caregiving arrangements
  • Formalized care management support
  • Family dispute resolution
  • Assistance with selling, moving and downsizing
  • Sources of government funding to include veterans benefits
  • Sources of government aging support
  • and much more

The Retirement Planning approach follows the same methodology as Life Resource Planning but focuses on issues related to younger seniors who are contemplating retiring or who are just recently retired. Again, the outcome is not in-depth planning but uncovering issues that require more directed planning from expert advisors.

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These workshops educate the public about aging issues. These are strictly educational encounters to help members of the community understand in more depth 20 or more different aging issues. No products or services are offered in these workshops nor do presenters require the attendees to sign up for any subsequent encounters that require the purchase of products or services. Presenters do not talk about their business offerings or professional assistance unless they have anecdotes or other business-related input to help with the educational process. Attendees are encouraged to meet with the member of our council who provides a planning approach to solving elder issues or retirement issues for which the attendees have concerns. These workshops can be conducted at the following locations or for the following enterprises:

  • Employer Sponsored Workshops
  • Alumnus Associations
  • Senior Centers
  • Clubs – men’s clubs, women’s clubs, University clubs
  • Unions
  • Senior Living Communities
  • Church Groups
  • Presentations at Educational Locations
  • Tuition-Based Classroom Instruction at Local Colleges or Universities
  • Presentations for Home Care Companies, Independent Living, Assisted Living and Nursing Homes
  • Presentations Specifically for Veterans at Various Locations

A wide variety of topics below could be approached. But more likely a combination of these topics would be discussed under a single title based on what the sponsoring organizations would like presented and governed by time constraints. Here is the list of slide presentation topics that are available:

  • The Challenges of Growing Older
  • Aging Seniors – the Need for Planning
  • Planning Options for Aging Seniors
  • Reduced Spending Power
  • Evaluating Savings and Investments
  • Converting Assets to Income
  • Transferring Assets to the Next Generation
  • Understanding Medicare
  • Medicare Advantage and Supplement Plans
  • Government Benefits for Aging Seniors
  • Little-Known Benefits for Senior Veterans or Their Survivors
  • Maintaining Good Personal Health
  • Strategies for Successful Aging
  • Living Arrangements for Aging Seniors
  • Support Services for Aging Seniors
  • Government and Community Aging Services
  • Planning for Long Term Care
  • Informal Family Caregiving
  • The Family Care Plan and Caregiving Agreement
  • Medicare Temporary Care Services
  • Medicaid Long-Term Care
  • Long-Term Care Insurance
  • Planning for Final Years – Legal Issues
  • Planning for End-Of-Life – Dying
  • Planning for End-Of-Life – Final Arrangements

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Coming soon