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Our Expertise

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. 

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.

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.



John Correll, it was “MEANT TO BE” when I and Mom discovered your brochure! 

You made a seemingly daunting task enjoyable. Your communication skills are nonpareil and obviously you have learned the art of patience.”  Cliff and Margaret W.

"I am so thrilled that I found Harmony Home Medical and Erica Sell! My Father is visiting for 3 weeks and I am able to rent a wheelchair and purchase everything I need for him at one place."  Liz C.

"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.

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