What We Do
We manage personal assets, handle day-to-day financial matters, and ensure a smooth transition of assets to your heirs. Select duties performed by a trustee or fiduciary include understanding and following the terms of a trust, managing clients' assets, maintaining or selling a residence, managing a commercial property, and ensuring the timely filing of tax returns. We are held to the highest standard of care, "a fiduciary duty," when following your written wishes.
Interprets relevant bio-psycho-social, emotional and economic factors into care planning.
In depth knowledge of health care system and medication management, care planning, nutrition, and emotional and spiritual health care needs.
Client centered care.
Resource specialist toward meeting needs of patient.
State Licensed, bonded, court supervised.