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Conservatorship / Financial Planning for Elderly and Seniors

Conservator and Financial Planning for Elderly

Having a Life Care Plan detailing your finances and goals for when your ready to retire not only helps you achieve the retirement of your dreams, but also prepare for situations life can throw at you.

Utilizing a knowledgeable financial planner and arranging a trusted and experienced Conservator for your senior years can provide peace of mind.  You’re assured your life choices regarding living situations and medical decisions are known and respected.

Financial Planner for Medical Needs

A financial planner assists you in managing and maintaining wealth, plan your retirement and provides tax advice.  They can help you prepare for health and medical care choices for when you’re elderly and help you set up a conservatorship or power of attorney in the event you need someone to speak on your behalf and protect your financial interests.

Various health conditions such as having a stroke can cause difficulty in communicating with your family and medical care team.  Having your preferences know regarding hospital choice and care setting preferences in advance is advantageous.

Your conservator or power of attorney can ensure you recover in a skilled nursing facility, convalescent / rehabilitation center or in the comfort of your home with the assistance of non-medical home based care services and visiting nurses.

    Home Based Care Services

    When we envision our retirement, we picture relaxing in the home we built, surrounded by family and loved ones.  We never see ourselves as ill or infirm, but health conditions can affect anyone.

    It’s reassuring to know you have health care options now that didn’t exist years ago.

    Nowadays, seniors and elderly can choose to transition from a traditional hospital admittance to another, more personal type of care while recovering.

    Choices include hiring a Hospital Sitter or Companion or being transferred to:

    • Skilled Nursing Facility (SNF)
    • Convalescent / Nursing Home
    • Rehabilitation Center
    • Assisted Living Community

    Or you can recover in the comfort and safety of your own home the help of Caregivers, Home Health Aides, Personal Care Assistants, and Nurse Aides from a non-medical Home Care Organization (HCO).

    A-1 Home Care Agency has over 30 years’ experience helping seniors and elderly individuals recover from illness or injury and, age in place.

    We can assist with fundamental tasks such as:

    • All Activities of Daily Living:
      • Personal Hygiene Assistance
      • Incontinence Care / Toiletry Assistance
      • Medication Reminders
      • Mobility Assistance
      • Range of Motion
      • Errand Assistance
      • Companionship
      • Meal Preparation
      • Safety Supervision
      • Pain Management

    We can help with more complicated situations, such as:

    We serve elderly residents of Los Angles County, San Gabriel Valley and Orange County.

    Call 562-929-8400 or 949-650-3800 for more information.