SENIOR PLACEMENT

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Finding the right place to spend the balance of your life is a crucial decision and a highly personal one.  That is why I will personally become your right hand person and help you find the most suitable place for the long term.  Together we will investigate different alternatives but the choice is always yours.  There is no charge for my services as I am reimbursed by the community that we find for you.  We will examine:

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• Long-term care insurance- May impact affordability

• Savings and investments-Budget for living

• Health status and future needs-Determines type of home that is most suitable. 

• Lifestyle and Location preferences- Social activities you may be interested in as well as food preferences, religious affiliations, location, etc..

• Work Palm Beach County and San Francisco/Bay area. 

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LONG-TERM CARE INSURANCE

As a Broker, I can recommend a standard policy or one in which it is tied to an annuity or life insurance policy.  

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TRAVEL Insurance

Medicare does not cover you outside the United States.  I highly recommend this protection while traveling.  It is a Blue Cross product.

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