In times of life transition or profound loss, we offer guidance, advocacy and practical day-to-day support that helps you weigh your options, navigate bureaucracies, complete paperwork and address the time consuming and often uncomfortable tasks that are brought on by change.
Review Explanation of Benefits
Organization
Submission
Appeal if necessary
Research
Options
Recommendations
Personal Inventory Workbook creation
Review and organization of key documents
Name changes
Policy holder changes
Address changes
Official notifications
Financial Advisors
Elder Care Attorneys
Home Care Services
Senior Move Managers
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