Financial advisors and wealth management professionals often find that ElderCare Solutions (ECS) can provide their clients with important information and services for aging and ailing family members. We are honored by the referrals and grateful for their gracious testimonials about our team. Here is a sampling:
From jennifer sanchez, CFP CPA
Eldercare Solutions is a valuable member of my professional network. Signe and her team have provided support and guidance to my clients during difficult times in their lives. Clients are overwhelmed by the process of identifying the appropriate level of healthcare assistance and then relying upon the competence and ethics of these individuals caring for a loved one. Their services simplify this experience and provide comfort to those left to make these difficult decisions. My client's loved one was a difficult patient who fired several healthcare providers. ElderCare Solutions worked with patience and grace to find the right solution and took over the burden of finding replacement assistance. I am grateful for the services they provide to my clients.
Jennifer Sanchez, CFP CPA
Integral Financial Planning LLC
From Jim Beverly, CLU, CHFC, CFP
As a 50-year-old financial advisor, I have had the opportunity to work with dozens of families on elder care planning. Some of that work falls into my area and much of it is about the family side of planning.
When I am working with these families, I look for opportunities to introduce ElderCare Solutions because they were instrumental in helping my family and me when my mother was struggling. The expert familiarity and gentle manner the Care Manager exhibited was the best I've seen. Most importantly, my mother received her well and was treated with dignity. Secondly, the situation was explained to my siblings and me so we could understand it. Finally, a course of action was recommended that was both effective and logical.
If you are currently dealing with elder care and have the opportunity to work with ElderCare Solutions, I strongly recommend you do so.
Financial Advisor, CLU, ChFC, CFP
Partners Wealth Management
1700 Park Street, Suite 200
Naperville, IL. 60563
From Tracy Bousky, CPA/PFS, DPF, MBA
As a comprehensive wealth manager, my clients look to me for resources and recommendations beyond financial investments. When there are issues of aging to be discussed that involve health, caregiving, living arrangements or safety I always recommend Eldercare Solutions. When they are involved I know that:
- The elder has an unbiased caring professional to whom they can express their desires, concerns and fears openly.
- Family discussions will be facilitated to manage emotions and biases and focus on the best interests of the elder.
- Medical care will be coordinated with the appropriate professionals to ensure that conditions are communicated and treatment is administered according to plan.
- All options for caregiving will be considered and presented with the financial and emotional costs and benefits.
Having Eldercare Solutions as a resource has strengthened my client relationships with all family members, not just the elders.
Tracy Bousky, CPA/PFS, CFP, MBA
Financial Strategy Network, LLC
If you'd like to learn more about ECS and how we can help you, your loved one or your client, call us at 630.416.2140. One of our nurses will be glad to discuss your situation.