As trusted senior advisors, with a thorough knowledge of local senior industry professionals, clients turn to us for comprehensive assessment, advice and guidance when preparing for the future.

At SBG we believe it “takes a village” to address the many concerns and decisions involved in creating a secure plan.

By evaluating your needs and goals , we will provide recommendations and connect you with local resources and community service providers for professional advice.​​

Whether you are facing long term care issues, concerned about asset protection and estate planning, or want access to the financial assistances you are entitled to, we are here to help.

We will work side-by-side with you and refer you to appropriate professionals and their offerings, whose services we can utilize to assist you to realize your dreams and plan for your very best future.

Resources

Here are a sample of some of the resources we can guide you through:

• Aging in place organizations
• Elder Care Attorneys
• Tax advisors/accountants
• Financial advisors
• Assisted living facilities
• Home care agencies/home aides
• Care managers
• Assisted/Long term care facility locators
• Veterans benefit administrators

• Managed long term care providers
• Visiting nurse agencies
• State assistance groups
• Medical society’s and foundations
• Home safety contractors
• Down sizing organizational specialists
• Transportation services
• Senior centers