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Insurance and Benefits Assistance - Aging Wisely

Aging Wisely’s Benefits Specialist and Care Managers provide expert knowledge of insurance, Medicare, Medicaid, VA and other benefits programs for our clients. We can help with issues such as long term care insurance claims and related care coordination, Medicare and insurance selection, Medicare prescription drug benefits, Social Security Disability, understanding VA (Veterans) Benefits, applying for Medicaid programs, understanding what Medicare does and doesn’t cover, filing appeals for insurance denials, and more.

Aging Wisely offers a personal Medicare Analysis to help you determine the best retirement healthcare options for you. If you’re concerned about the costs and quality of healthcare in retirement, contact us to learn more.

We also offer Senior Financial and Insurance Advocacy Services to assist with resources to manage your financial affairs and navigate medical billing and insurance. We refer to qualified financial advisors and insurance specialists as those needs arise and help to protect your loved ones who may be vulnerable to financial scams or mismanagement.

Get Help from Our Patient Advocates



Payment Concerns
Not sure how you are going to pay for elder care?


Is the Time Right?
Find out if its time to seek help for your loved one.


Aging in Place
How to keep a loved one safe at home, and when it may be time to consider assisted living.




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Mission Statement

Our goal is to enable every individual we work with to live the most fulfilling life possible, with utmost dignity, focusing on their physical, mental, spiritual, family and financial wellbeing.