Bessette Financial Services

Buckley Financial

Deb Ford New York Life

Grace Life Care
LifeCare Advocates

Oasis Senior Living

Senior Bill Pay
Shamrock Home Loans

Surprenant & Beneski, P.C.

Click here to download the Planning list.

Life Care / Geriatric Care / Case Managers


Company Name Description Contact Info

Answers for Elders

navigate through the everchanging years of aging. We are a team of experienced social workers, nurses, Paramedics and caregivers who work with elders and their loved ones to create personalized solutions. We perform comprehensive assessments, thoughtful and strategic care plans, meaningful emotional, medical, cognitive engagement and expert guidance that respects and honors our clients wishes.

781-974-7474
[email protected]

www.answersforelders.net

Back Nine Nurses

Kristen Hyde, Co-Founder, RN, BSN, CGCM, CDP

Deborah O’Kelly, Co-Founder, RN, BSN, CGCM, CDP

We are experienced Assisted Living and Memory Care Registered Nurses who help seniors and families navigate transitions into Independent Living, Assisted Living, and Memory Care Communities. Seniors and families are able to utilize our full range of services, or we can tailor a plan to meet your specific priorities and budget.

Our background in Assisted Living and Memory Care Nursing allows us to customize questions for each Community that are important for seniors and families to ask with preferences, present health status, and future healthcare needs in mind. The goal is to help match seniors and families with Communities that will enable them to age in place, avoid the need for additional transitions, and receive the social engagement opportunities that bring the most enjoyment within a physical environment that is the most comforting. Back Nine Nurses do not receive commission fees from any Communities.

We provide free consultations and help align you with the services and supports that you need until you are ready for a move into Independent Living, Assisted Living, or Memory Care.

Back Nine Nurses will soon be providing Geriatric Care Management to seniors residing in Independent Living, Assisted Living, and Memory Care Communities on the South Shore of Massachusetts and Cape Cod. Our website will be updated with these services shortly. Please call or email Back Nine Nurses to inquire further regarding these services.

508-737-4277
[email protected]

www.backninenurses.com

Cape Health Advocacy

774-205-0108
Cape [email protected]

www.capehealthadvocacy.com

Case Management Professionals

This includes coordinating medical services, making home visits, identifying legal and financial resources, advocating for elders, and providing reassurance and support to families who can be overwhelmed with caregiving or managing the care of a loved one from a distance. We develop a Care Plan with a thorough assessment of needs, including a realistic evaluation of the elder’s functioning within their environment, and an understanding of their physical, cognitive, financial, and social well-being, along with information from key providers. This Care Plan addresses both short- and long-term goals, and recommendations are made for services that will assist the elder in reaching those goals. Case Management Professionals will then arrange and coordinate all needed services in the home, community, or care facility, and monitor them on an ongoing basis. Family contacts and consultation continue as needed to provide a reliable link to local or long-distance caregivers.

508-771-1075
[email protected]

www.cmpcapecod.com

Comfort Keepers of the South Shore, Cape & Islands

who understands the needs of our clients across the continuum of care. Our goal is to provide high-quality, in-home caregiving services to seniors who wish to maintain their independence safely and in the comfort of their own homes.

We offer care management and transitional care services to help you navigate between the hospital, rehabilitation facilities, and home. All of our clients have nursing oversight of their care plans, routine assessments, and caregivers individually matched for their skills and compatibility.

We are also available to attend special events & weddings with our clients to ensure independence and dignity with our companions by their side.

508-746-4800
[email protected]

www.comfortkeepers.com/offices/massachusetts/plymouth

Community Alliance Resource for Elders (CARE)

Marleen Spengler,
MBA, BS, RN, Gero-BC

– Professional comprehensive assessment
– Provide liaison with other professionals
– Evaluate safety needs in the home and implement changes
– Locate and arrange qualified in-home caregivers to meet individual needs
– Assist with end-of-life planning and decision makingAt this time, CARE is only providing initial assessments and referrals. On request, assessments can be performed via Zoom in Massachusetts and Florida. I can provide personal and Zoom assessments/referrals in Massachusetts and Florida. I have an RN license in both states.

617 645-4122
[email protected]

Grace Life Care, Inc.

by those proactively planning to avoid one. We begin with detailed assessments and create customized solutions through thoughtful and targeted care plans, meaningful cognitive engagement, and expert guidance while respecting our client’s autonomy. We provide care during transitions between hospital/rehab and home, and arrange for follow-up care needs. We can accompany clients to medical appointments and reconcile medications while developing strategies for adherence to treatment plans. We are members of the Aging Life Care Association and follow a strict code of ethics while meeting our client’s needs.

508-888-2898
[email protected]

www.gracelifecare.com

LifeCare Advocates

Life Care Managers – or Geriatric Care Managers – offer highly personalized services, acting as an essential link between our clients and the services they need. Whether you are a family member caring for a relative, contemplating your own needs as you age, or a professional considering the appropriate resources for your clients, LifeCare Advocates offers the guidance you can count on. LifeCare Advocates promotes dignity and independence for our clients while providing peace of mind for family members. Families are often unprepared for the challenges of caregiving and are faced with decisions that seem difficult or overwhelming. We understand these challenges and guide our families to solutions with knowledge and compassion. We pride ourselves on being excellent problem solvers, providing practical solutions and guidance to our clients and families every step of the way.

617-928-0200
[email protected]

www.lcadvocates.com/vna

Reliable RN

Reliable RN will work with you, family members and all care team partners to create an environment where you can stay healthy at home despite having challenging or complex medical needs. This could include in-home care, home therapists, lab testing, screening appointments, vaccination recommendations, medical appointments, and more. This can, and often does, include rides to and from necessary medical and preventative care appointments. The goal of care coordination is to advocate for a person’s overall quality of life by streamlining the number of appointments while still allowing that person to get the quality of care they deserve and desire. It’s also support through transitions if an ER or hospitalization is needed, or a move from home to assisted living is wanted. Reliable RN is committed to putting the health back in healthcare through support, advocacy and care. Reliable RN strives to help individuals and families promote better health and wellness at home, minimizing the need for urgent care, ER, and hospital visits. Reliable RN also assists families as they navigate through transitions of care, working to make those transitions as seamless and safe as possible. Areas of specialty include Dementia, Parkinson’s, Diabetes, Pre-Diabetes, and managing high cholesterol.

978-394-1231
[email protected]

www.reliablern.com

Senior Living Advisors


Company Name Description Contact Info

Assisted Living Locators of Southeastern Massachusetts

We are a no-cost, local advisory firm that helps seniors and their families find appropriate and safe senior care and care communities.

508-681-3016
[email protected]

www.assistedlivinglocators.com/semass

Back Nine Nurses

Kristen Hyde, Co-Founder, RN, BSN, CGCM, CDP

Deborah O’Kelly, Co-Founder, RN, BSN, CGCM, CDP

We are experienced Assisted Living and Memory Care Registered Nurses who help seniors and families navigate transitions into Independent Living, Assisted Living, and Memory Care Communities. Seniors and families are able to utilize our full range of services, or we can tailor a plan to meet your specific priorities and budget.

Our background in Assisted Living and Memory Care Nursing allows us to customize questions for each Community that are important for seniors and families to ask with preferences, present health status, and future healthcare needs in mind. The goal is to help match seniors and families with Communities that will enable them to age in place, avoid the need for additional transitions, and receive the social engagement opportunities that bring the most enjoyment within a physical environment that is the most comforting. Back Nine Nurses do not receive commission fees from any Communities.

We provide free consultations and help align you with the services and supports that you need until you are ready for a move into Independent Living, Assisted Living, or Memory Care.

Back Nine Nurses will soon be providing Geriatric Care Management to seniors residing in Independent Living, Assisted Living, and Memory Care Communities on the South Shore of Massachusetts and Cape Cod. Our website will be updated with these services shortly. Please call or email Back Nine Nurses to inquire further regarding these services.

508-737-4277
[email protected]

www.backninenurses.com

Oasis Senior Advisors – Plymouth, Cape Cod, and the Southcoast

This includes Independent living for those looking for an all-inclusive lifestyle, Assisted Living for those who need some assistance with activities of daily living, and Memory Care. Our mission is to take on the responsibility of finding the right home.

As knowledgeable, compassionate, licensed and certified Senior Living Advisors, we will work with seniors and their loved ones to identify preferences, health care needs, location and financial considerations. We diligently work with each unique senior in a personalized, one-to-one, hands-on approach to help them find the ‘perfect fit’ for their specific situation. Oasis Senior Advisors has offices throughout the country to assist you with your move, be it local here on the Cape or nationally to be closer to loved ones. We are here to support you and your family’s needs during this stressful and critically important time.

Please feel free to call us anytime, 7-days a week, to allow us the opportunity to help you with every aspect of your research and moving needs. We work with trusted partners from home care, visiting nursing, elder law attorneys, financial advisors, moving companies, real estate agents, veteran’s administration to VA Benefits and more to help you move with ease.

617-235-5817
617-694-8656
[email protected]

www.OasisSeniorAdvisors.com/plymouth-cape-cod-southcoast

2Sisters Senior Living Advisors

living options and assistance to find the solutions you are seeking, 2Sisters Senior Living Advisors is what you are looking for. Our motto is: The Right Senior Living Decision Is An Informed One.

617-701-7007
[email protected]

www.2sisters-sla.com


Company Name Description Contact Info

Bourget Law Group,
LLC

Estate Planning, Estate Administration, Elder Law and Special Needs Planning
Cynthia M. Bourget, Esquire, CELA

508-548-1875
[email protected]

www.bourgetlawgroup.com

Cape Cod Elder Law Associates, P.C.

Our services included, but are not limited to, estate planning, asset preservation, special needs planning, Medicaid planning, Medicaid applications, probate and trust administration.

774-602-5056
[email protected]

www.ccelderlaw.com

Case Estate Law, P.C.

508-790-3050
[email protected]

www.CaseEstateLaw.com

Chamberlain Law Group LLP

Mary Chamberlain

Her estate planning practice includes: Health Care Proxy, Durable Power of Attorney, Wills, and Trusts.

*Please note, Mary does not advise clients with respect to Medicaid planning or Mass Health applications.

508-362-6262
[email protected]

Falco & Associates, P.C.

617-472-3341
888-869-6295

www.falcoandassociatespc.com

Lannik Law, LLC

Mashpee Commons
2 Oak Street, Suite 202
Mashpee, MA 02649

508-444-9445
[email protected]

www.lanniklaw.com

Laura McDowell-May, P.C.

Estate Planning & Medicaid Planning

508-385-9009
508-385-9664 (fax)
[email protected]
[email protected]

www.lmmpc.com

Law Office of Karen Weston Hanesian, Esq.

Karen Weston Hanesian, Esq.

Our reputation as honest, ethical, and dependable attorneys has earned us referrals from virtually every organization on Cape Cod serving elders and the disabled. Our clients tell their friends, relatives, and neighbors about the excellent work that we do. We are proud of our reputation as the Cape’s leading Elder Law Firm.

889 West Main Street
P.O. Box 2218
Hyannis, MA  02601

508-790-4326
508-790-4335 (fax)
[email protected]

www.khanesianlaw.com

Sabrina Ramsey Kane, Attorney at Law

A Client-Centered Practice: Estate Planning, Estate Administration, Special Needs Planning, & MassHealth Applications

508-694-9201
[email protected]

www.attorneykane.com

Surprenant & Beneski, P.C.

Islands with offices in Hyannis, New Bedford & Easton. We offer complimentary consultations at our offices, virtually or in-home. Our Managing Partners are Certified Elder Law Attorneys (CELAs) by the National Elder Law Foundation. They are 2 of only 25 CELAs in Massachusetts.

508-994-5200
[email protected]

www.MyFamilyEstatePlanning.com

Financial & Insurance Services


Company Name Description Contact Info

Bessette Financial

reliable income, survivor income, growth without market risk, specialized Long Term Care plans and legacy planning.

508-775-5510
[email protected]

www.bessettefinancial.com

BPS Financial Service

Chris Shea, CPFA®

Financial Advisor and Fit-to-Retire Coach

781-733-5996(c)
310-529-1946(w)
[email protected]

www.fittoretire.com/chris-shea

Buckley Financial & Insurance Services

Seth J. Buckley
CFP, CLU, ChFC, MSFS, AEP, TEP

We work with families to design, implement, and service their life and long-term care policies. We are also experts in helping our clients sell their unwanted life insurance policies for cash.

508-392-9823 (w)
617-922-2043 (c)
[email protected]

www.buckley-financial.com

 

Deb Ford
New York Life

Financial Professional, Registered Representative and Insurance Agent. I provide retirement and insurance planning.

508-367-0061
[email protected]

Ellen Connors

Shamrock Powered by CMG Home Loans #1820

background in all areas of mortgage lending. For the past 15 years she has concentrated on helping consumers achieve or maintain homeownership. In addition to traditional mortgage, Ellen specializes in reverse mortgages, helping retirees access equity from their home to improve their retirement. Ellen holds a Master’s in Business Administration from Simmons in Boston. Ellen joined Shamrock Powered by CMG Home Loans #1820 in 2015.

NMLS #556465
617-750-5266
[email protected]

www.cmghomeloans.com/mysite/ellen-connors

Kelley Hill,
Medicare Specialist Serving Seniors and Veterans

by providing valuable Medicare education so you can make well-informed decisions. She can help determine if you might be eligible for state assistance through such programs as Mass Health or Health Safety Net, assist with evaluating your current Medicare plan, or help you to find the right plan to meet your specific needs. All services are at no cost to you. Call today to schedule your appointment.

774-722-7687
[email protected]

Senior Bill Pay LLC

(833)4-BILLPAY
508-419-6559
[email protected]

www.seniorbillpayllc.com

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