Simply Professional
The professionals listed below are often invaluable in the planning, creation and implementation of your specific needs and circumstances.
Click each Professional Type to view the additional resource page.
Click each Professional Type to view the additional resource page.
Legal
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Attorney Works with you to understand your personal circumstances, wants and needs both now and in the future. Your attorney can help you create a plan and draft legal documents that makes sure you and your assets are protected. There are many different kinds of attorneys, they can include: Elder Law, Estate Planning and Probate, and Family Law among others.
Professional Guardian State regulated professionals who can act in various capacities to protect you and carry out your wishes depending on specific needs. Some of the roles can include: Health Care Surrogate, Power of Attorney, Trustee, and Personal Representative. |
Financial
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Certified Financial Planner® Creates a plan to help you navigate and understand your financial choices both now and into the future. The CFP® professional should cover your needs in the areas of: personal finance, insurance, tax planning, estate planning, investment management, and retirement planning.
Certified Public Accountants (CPA) Prepares and reports annual income taxes. CPAs also provide tax planning for many issues such as: IRA distributions, Medicaid Planning, and Estate planning. Daily Money Manager Manages your day to day financial needs including: paying bills, budgeting, organization, and security. Financial Adviser Creates and monitors investment plans geared toward your financial goals. The Financial Adviser traditionally deals in the securities markets as well as insurance, banking, and savings. Insurance Agent Determines your family's risks and offers products and services to mitigate them. Insurance products could include: Homeowner's and Auto, Health Insurance, Medicare Supplements, Life Insurance, Long Term Care, as well as other policies that can reduce your risk exposure. |
Health Care
Professional Geriatric Care Managers Care Managers assess needs, coordinates services from various professionals, and provides a much needed communication bridge between family and medical professionals.
Home Health Care Licensed individuals who help maintain your quality of life. They provide support with daily activities and individual needs in your home. |
Transition Specialists
Senior Mover Managers For Seniors transitioning from one living situation to another, the Senior Move Manager organizes, coordinates, and monitors all aspects of the move to provide peace of mind and the easiest transition possible.
Real Estate Agents Provides guidance in the sale or purchase of real estate. When transitioning, at any stage of life, the Real Estate Agent can provide a variety of options to address your individual needs. |