Advocacy Services

Financial planning services available at no cost

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Financial planning offered by Robert Harrell, financial planner

Those 60 and up or adult dependents may consult with a financial planner for free on budgeting, retirement planning, and financial problem solving. Discuss how to put all the financial pieces together to solve problems or reach goals in a confidential session.

Third Monday of the month. Virtual appointment only. Between 1 and 3 p.m. No charge.

Call 805-388-1952.

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Care Consultation Services

Care Consultations – (800) 900-8582
Personalized plans, for both you and your loved one, can help add peace and purpose to a new season in life. Schedule a consultation to help create a plan that incorporates your health status and health goals, and links to vital community resources.

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Care Management Services

Care Management Services can help you and your family develop a plan to age as successfully and independently as possible, in your own home.

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Elder Legal Services

Have you heard about an Advance Directive and Power of Attorney, but weren’t quite sure how they worked or whether you needed one?

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Fraud/Scam Support & Information Coaching available

Anyone can become a target of a scam. In 2022, the FBI received reports totaling more than $207 billion in financial losses from victims, But those numbers are likely much higher as many people don’t report being victims of fraud, and often feel embarrassed and ashamed to tell their families, report it to the FBI or share their stories.

An elderly couple enjoys using a laptop together, smiling and interacting in a cozy kitchen setting.

Health Insurance Counseling & Advocacy Program (HICAP)

Trained counselors offer free, objective information and provide assistance for Medicare eligible individuals. Help available for the following programs: Supplemental Medigap, Medicare Advantage, Prescription Drug Benefits, and Long Term Care Insurance. One-on-one counseling provided.

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Senior Nutrition Services

Home-delivered meals are available for residents age 60 and older. Click here for more information.

A group of seniors engages with virtual reality headsets in a classroom setting, guided by a couple of staff members.

VR offers brain training exercises

The importance of maintaining excellent brain health is more important than ever as studies show the impact on quality of life. Being mentally active is a great way to keep our brains healthy…

A person relaxes in a massage chair while wearing a virtual reality headset.

Relax with music in VR experience

Research shows that listening to music can reduce anxiety, blood pressure and pain, as well as improve sleep quality, mood, mental alertness and memory.

Financial planning services available at no cost

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