Shoreline Wealth and Investment Mangement  


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Eldercare Management


Professional Eldercare Management
There are many benefits professionals can offer and duties they can perform including:
Healthcare advocacy to ensure the best care and communication, coordination of appointments, medication and treatments
Household management tasks like property management, cash needs, paperwork and pet care
Coordinating supportive services to help plan for the future, assure an elder's safety and protection of assets and assist with the continuation of traditions and lifestyle choices
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The Process of Professional Care Management
The process generally begins with a geriatric care manager visiting the place of residence to perform a functional assessment of the individual's physical and safety needs, lifestyle choices, personality and financial needs
Primary concerns and recommendations are then shared with the designated family members, advisors and client (when appropriate) and addresses those in a priority order
A solution-oriented care plan is initiated when ongoing care management is requested
Whether the right solution is home care or an assisted living facility, professionally qualified, experienced caregivers and/or managers are selected

Specialist Services in Professional Care
Geriatric Nursing
Social Work
Speech Therapy
Elder Law
Rehabilitation
Dementia Care

Questions to Ask a Professional Caregiver
What are your professional credentials?
Are you a member of the National Association of Professional Geriatric Care Managers?
How long have you been providing care management services?
Are you available for emergencies?
Does your company also provide home care services?
How do you communicate information to me?
Can you provide me with references?
What are your fees? (These should be provided to the consumer/responsible party in writing prior to services starting.)

Shoreline's Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 10.0 and higher of Internet Explorer) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 

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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com