Our Mission
At Elder Advisers, our mission is to empower seniors and their families to navigate the complexities of aging with dignity and financial security. We understand the challenges associated with planning for long-term care and the anxieties surrounding financial security in our rapidly changing healthcare landscape.
Who We Are
Elder Advisers is a team of experienced professionals dedicated to providing comprehensive financial planning and guidance for individuals and families facing the challenges of aging. Our team comprises knowledgeable financial advisors, experienced elder law attorneys, insurance professionals, and care coordinators, all working together to create a holistic and personalized plan for every client.
Asset Protection
- Personalized strategies to protect your assets from the high cost of long-term care.
- Medicaid planning and qualification assistance.
- Real estate planning and valuation.
- Veterans planning and aid & attendance program navigation.
Financial Planning
- Creation of customized retirement plans to ensure sufficient income during retirement.
- Comprehensive estate planning including wills, trusts, and power of attorney.
- Guidance on long-term care financing options and cost projections.
Care Coordination
- Experienced assistance with finding and transitioning to appropriate senior living facilities.
- Ongoing advocacy and coordination of care services.
- Connecting with community resources and support networks.
Our Approach
We believe in a holistic approach to elder planning, taking into account not only your financial situation but also your emotional and logistical needs. We work collaboratively with you, listening attentively to your concerns and aspirations, and tailor a plan that aligns with your unique goals and circumstances.
What Sets Us Apart
- Personalized attention: Every client receives dedicated attention from a team of experienced professionals.
- Transparency and communication: We provide clear and concise information about your options and the planning process.
- Client-centered approach: We prioritize your values and goals and empower you to make informed decisions.
- Client satisfaction: We are committed to building lasting relationships and offering ongoing support throughout your journey.
Contact Us Today
Partnering with Elder Advisers means having a team of experts by your side, guiding you through every step of the way. Contact us today to schedule a complimentary consultation and learn how we can help you navigate the complexities of aging with dignity and financial security.
Services Provided
Elder Advisers offers a range of services aimed at helping individuals navigate the complexities of elder care, including Medicaid applications, estate planning, and personal finances. The team, led by Larry Weiss, consists of experienced professionals who provide expert guidance and support to clients.
Client Experiences
Most clients have had very positive experiences with Elder Advisers, praising the team's knowledge, professionalism, and warm demeanor. They appreciate the personalized attention and guidance received, which has helped them achieve their goals, such as securing Medicaid benefits, finding suitable housing for loved ones, and planning for their financial futures.
Notable Success Stories
Several clients have reported significant successes, including avoiding costly mistakes and securing significant financial savings. For example, one client was able to save $58,000 after seeking Elder Advisers' expertise. Another client was able to find a suitable living arrangement for their mother, which has improved her mental and physical well-being.
Lessons Learned
One client advises that while Elder Advisers may not be attorneys, they can still provide valuable guidance and support. Another client cautions that some team members may be more responsive than others, but overall, the team's dedication to their clients is evident.
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