Caring for Aging Parents: Helpful Resources

More and more adults today are providing some level of care for aging loved ones, including parents. The emotional toll, as well as the financial impact on a family caring for a loved one can be significant and overwhelming, especially in the event of a sudden life change. Financial Planners can play a key role in helping you plan for elder care for aging loved ones. We are often one of the first resources the client will turn to when someone becomes incapacitated or additional assistance is needed. 

A Financial Planner can serve as a stabilizer in a time of crisis, helping clients understand the steps to take today and further down the road. Here are some helpful resources to consider if you are currently a caregiver for an aging family member or anticipate the need to serve in this capacity in the future. 

Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, the firm has locations in San Rafael, San Francisco, and Seattle. 

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