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CLIENT RESOURCES | FREE GUIDE
Advisor care giving guide
Consumers are becoming more involved in their health care decisions and as a result, they are asking more questions. Many of these questions are related to the needs of the elderly and they are being directed to people who are not necessarily equipped to answer them.
While most Trusted Advisors have a degree of comfort when it comes to things such as estate planning and managing client portfolios, when it comes to making sure elderly clients are healthy and secure in their homes, it’s often a different story.
From an initial assessment to providing the highest quality of service, Serving You Home Care professionals help you bring health, safety and quality of life information and services to your loved ones in a manner that protects you and optimizes your resources.
We’ve prepared a handy discussion guide for Trusted Advisors to use in consulting with their clients. It’s designed to help Advisors identify issues of importance and compare the consequences of the different choices of care that are available to you.
Your local team of Client Care Managers are on call 24/7 to answer your questions and work with you to design a customized plan of care that is right for you.
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