Services are contracted according to need.
Concierge services are listed below, our role is based on your needs.
Our professional roles include
Licensed INSURANCE agent
Humana, Care Plus, United Health Care, Aetna, Cigna Silver Scripts, Health First, United American, Florida Blue & Florida Health Plans, and more. If your best option is not one we sell, we can refer you to another agent. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Medicare insurance review
Free review to determine if you have the right policy for your needs.
New to Medicare? Medicare basics consultation
Free 1 hour session to explain Medicare and what you need to know to make an informed decision.
Long-term Care insurance review
What exactly is covered? How do you activate a claim? Assistance in filing a claim for benefits. One-on-one review of your policy. How to plan for your long-term care ... know what your options are.
Non-Medicare coverage
Pre-paid Home Care Coverage, Dental, Vision, Critical Illness or Cancer Coverage, Final Expense, Life & Long-term Care
Patient Advocacy, Case Management
As a Board Certified Patient Advocate (BCPA) you are the priority.
Situational Assessment & Planning
Assessment of the current situation. How to prepare for long-term care planning based on your physical, emotional, financial, and network resources.
A realistic outline of needs and anticipated costs and options. We think out of the box to reach your personal preferences safely.
Case Management, Placement, Caregiver Partner
Overseeing person and/or property. Coordinating resources to meet your needs. Healthcare navigation, in-person status visits, weekly, bi-weekly, or monthly, accompanying you to physician appointments. Support during hospitalization or discharge. Creating crisis plans to reduce readmission to the hospital. Partnering with family or professional caregivers.
Personal Aging Plan, Who will implement your plan?
Planning for emergency weather or health incident, pet care, hospitalization, long-term care, and more, we can help you make your plan. Pre-planning prevents incidents from becoming a crisis. Your aging plan can cover everything from Advanced Directives to caregiver coordination.
Accessing Community Resources
Medicaid, VA, and more. Help to access assistance under government and community programs. Planning for transitions from private pay to community resources should be considered long before the funds are gone. Understand what is available and how to trigger services.
FIDUCIARY
Fiduciary of person or property. Person of trust to look after you. Notary Services.
Serving as Healthcare Surrogate
Making sure to understand your wishes for healthcare decisions, end of life situations. When you can no longer make those decisions, your desires will be honored. Supportive decision making to be there as you age.
Agent under a POA/DPOA
Support for those with complex family situations, no children/family, remote family. As one ages, many times managing their affairs becomes overwhelming and one becomes vulnerable to exploitation.
Guardian, pre-need Guardian
Guardianship should be the last choice and unnecessary if you have your Estate plan and Advanced Directives in place. Guardianship is there to protect the most vulnerable. Court-appointed guardians must follow rules set in place by the state of Florida. Successor and Standby guardians are there in the event a guardian is no longer able to serve.
Reaching out for help sooner than later gives you more options. Do not wait until it is too late.
Professional associations
