Preparing for the next stage of life

It’s common for family members to believe that the later stages won’t be a big deal; there’s some money stored aside, they know roughly what will happen as they age, and they believe their family can provide care.

But it isn’t that simple.

According to a study done by AARP, 52% of Americans will deal with a serious disability requiring long term care. Family caregivers, typically around 45 years old, average 24.4 hours/week and when it’s a spouse or immediate family member, it can be 45 hours/week. Over 50% of those who provide care feel a noticeable work strain and/or a strain on their family lives. 78% of families incur out of pocket costs for that kind of case, with the average amount being around $7,000.

Many people already have had this experience when they served as a care provider for their parents, and they can attest to the stress and difficulties. This is of course even worse when your family lives in another county, state or even country.

Before and during such a transition, you need someone on the ground to liaison and advocate for you and your family. Before you move onto your next stage of life, we must define what the future looks like. Near and distant future.  Advance planning and preparation mean there’s one less thing for you and your family to worry about. But more importantly, you

What do we provide?

Our goal is to be your advocate and your liaison, and to let your family be your family.

Our transitional case management service includes our hands-on case management and benefit administration services but in a slightly different manner. Based on your current age, situation and goals we will develop an assessment plan with your family. This will consider where you’d prefer to live and any changes you foresee, your current health situation and what financial and medical resources you have. Once we establish a plan and begin applications, we can do either part- or full-time case management services depending what you need.

You will also be connected to a number of resources including

  • The best medical providers across southern California
  • Medical and support equipment dealers
  • Access to home health agencies, part and full time, that provide a range from home keeper to full nurse attendants
  • Partnerships with some of the best experts in the fields of insurance, real estate, financial and law
  • Relationships with housing resources and centers from senior living to skilled nursing

About Us



7851 Mission Center Court,
Suite 103, San Diego, CA 92108

7851 Mission Center Court
Suite 103
San Diego, CA 92108

Contact Us

TOLL FREE:1 (800) 245-4987
PHONE: 1 (619) 299-9922
FAX: 1 (619) 299-9932