Navigating senior care options can be an overwhelming process for you and your family. As your advocate, we do the homework for you. We'll help you sort through and understand all care options, traverse a complex healthcare system and get accurate and up-to-date information that will fit your finances. Contact us to learn how we can help in Greater Cincinnati, Dayton, and across the US.

Need help paying your bills and tracking your expenses? Let a trusted and bonded fiduciary help you with that. Let me put you in touch with bonded and insured businesses.

Having a person you trust represent you as a power of attorney to help gather medical or financial information or make decisions when you are unable to is important to have in place. If you need a referral for Attorneys to help with your Estate Planning, Wills, etc, contact me and I’ll give you a few to interview.

A program to help you decide when its time to hang up the keys, and how to ensure you receive the support you need.

Learn more about Beyond Driving with Dignity

Have a lot of items to sell? We can get you in touch with companies that can help you downsize the amount of belongings you have and make some extra cash. 

Need help with your activities of daily living, such as grooming, cleaning, food preparation, stand-by aid, etc? Or have a medical need that requires a higher level of help in the home? We’ve got a referral for that!

Want to stay at home? Let’s make your house work for you with some upgrades or retrofit items so you can move around your living space safely. Find out more about your renovation options. 

Understanding what each is and how they work is a very daunting task. Utilizing an Independent Medicare Insurance agent can help you figure out both. I’m happy to put you in touch with the resources to understand your options.

Time to move to a new home or retirement community? We work with reliable moving professionals who handle your valuable items with utmost care.

Let us help you do everything right in selling your home so you can get the most out of it for your future needs. Contact me to find out more about selling your loved one's or your own home. 

Financial Advisors can provide helpful guidance on retirement and succession planning as you your next steps or the need to move into a senior community. We can also help you find solutions if there is a chance you will outlive your money.