Advocacy, Guide and Education are what you can expect with the Case Management team.
Sometimes life changes without warning. When someone you love falls ill, suddenly retires, or needs to change residences due to a life changing event, the need for support becomes urgent. Without the time or expertise to make informed decisions, this can cause tremendous pressure on the ones we love.
The reverse is also true. Many clients recognize the importance of planning their affairs while they are in good health.
Elder Planning Counselor (EPC) certified, our compassionate and caring Case Management team has experience working with families in all stages of their legacy planning.
Advisorly’s Case Management team is the available for anyone wishing to exercise the AGE Program at time of need or in advance.
Contact Advisorly for more on Case Managers or to make an appointment.