We provide the very highest levels of care and attention to you and your home.
For the last 15 years, we have served as Trustee, Special Needs Trustee, Executor, Case Manager, Elder Helper, and Facilitator.We offer a unique mix of skills, experience, and education.
Dave - CLPF
Dave believes that families can save a tremendous amount of time, money, and stress through the use of an experienced Trustee/Administrator to assist the family members, and to facilitate their issues without litigation.
Experienced Trustee, Special Needs Trustee, and Executor.
Sue - MA, GCM, CCM, KT, CLPF
Sue's fiduciary and care management experience began over 20 years ago as a Special Education Teacher, performing IEP assessments and case management for disabled and multi-handicapped students.
She delivered services, and coordinated teams of healthcare professionals with parents to achieve IEP goals.
Her education includes RN training, VA certification as a Kinesiotherapist, and an MA degree in Human Performance.
Sue believes that you, or your loved one, should get the very highest levels of care management, with a Care Manager that fully understands (and has first hand experience with) the legal, medical, and Family issues that can affect physical and emotional health.