Is a service designed to provide both assessment and planning assistance to assure a more secure life for elderly persons. We offer assurance services to family members, attorneys, guardians, trust officers and other responsible parties that the needs of their elderly loved ones or clients are met. We can serve as the "family member" when members of the family or other responsible parties cannot be present or lack the time or expertise to supervise care for their loved ones. Also, we provide assistance, consultation, advocacy, and educational services for individuals, families, organizations, and businesses. The services include financial services and geriatric social services. We will ensure that all health care and retirement benefits are received, provide cash management services, handle routine financial transactions, supervise household expenditures and handle unexpected emergencies, make recommendations for the preservation of assets, and prepare monthly reporting to the client and family. We will assess the client's personal situation, design a plan of service to achieve the client goals, and monitor the service provision.