Our Ser
Our SAC team provides seniors and their families expertise in four major areas of planning and support. Our specialists
may cross over into more than one category. However, we have selected these general areas so that you may prioritize where your planning begins based on your needs at the time. You can be assured that with preplanning in these areas both you and your family will have an experienced SAC Team at their disposal should the need arise.
Asset Preservation
You have worked hard to enjoy your retirement. So, in order to assist in planning for your future needs, SAC provides financial planning, medicare benefits consults, insurance options and solutions, and fiduciary services.
Senior Real Estate or Placement
Legal, Estate/Trust Planning
Whether your needs are a simple will, a complex trust, conservatorship or trust management, or burial planning, SAC can assist you and your family in this area as well.
Home Care Services
Our SAC team includes expertise in real estate issues for senior, reverse mortgages, and senior relocation services to make sure you have the security of a home, or living space that meets your needs as you age.
We are living longer and healthier lives but when life gets in the way, the SAC team is here to help with home care specialists, senior care coordinators, and medical equipment & rental.
Testimonials
Aaron Home Care's motto is "Providing exceptional home care in San Diego, CA and the surrounding areas." The company certainly lived up to that motto, with our mother's home care. Aaron Home Care began providing daily home care prior to Covid - until recently, when our mother moved to a care facility. We regularly interfaced with Aaron Laney, the owner, his wife Pam and several home care staff. We can't say enough about the fine care and customer service that they provided. We also can't recommend Aaron Home Care more highly. Thank you Aaron, Pam, et al. –Roger G.
"When Michelle Burkart took over as my Trustee, I was able to communicate my priorities to someone who I felt really listened. Then she prepared an action plan that we carried out as a team. She is always professional, detail oriented and caring." Kevin H.