Reverse Mortgage Services | Professional Organizing & Move Management | Real Estate Solutions | Senior Living Advisor | In-Home Care | Medicare, Health & Life Insurance | Financial Planning | Financial Organizing / Daily Money Management | CAPS Home Remodeling | Professional Funeral Planning | Estate Planning
Real People Helped in Real Ways
Reverse Mortgage Services: Ernie Castro
Looking for help with your reverse mortgage? Look no further. Ernie Castro has spent over a deacade of his career originating reverse mortgage loans in the DC Metro area.
With nearly 400 loans closed, Ernie's expertise, understanding, and ability to work through complex financial problems make him well-qualified to plan a reverse mortgage strategy for you or your loved ones.
Senior Real Estate Specialist: Tom Shipe
Buying and selling real estate is a highly personal and emotional journey. It also involves some of the biggest financial decisions most individuals will make. Senior Real Estate Specialist (SRES), Tom Shipe, understands the need to be empathetic, practical, and realistic.
From your first conversation to the final documents at the closing table, Tom will provide a balanced viewpoint, realistic recommendations, referrals to qualified and necessary service providers, and a level of trust that you can depend on. When you are ready to move from decision making to actions steps, contact Tom for real world guidance through the often complex world of real estate transactions.
real estate solutions
Long & Foster, Realtors
1355 Beverly Rd. Suite 109
Mclean, VA 22101
Call: (703) 946-4844
Office: (703) 790-1990
Visit: tomshipe.com
Certified Senior Living Advisor: Harby Tran
When you or your loved one begins searching for living arrangements suited to your care needs, the process can quickly become intimidating. Oasis Senior Advisors offers free, community-based senior housing assistance in finding a place just right for you or your loved one. Certified Senior Advisor, Harby Tran, uses his knowledge of local resources and his proprietary OasisIQ™ software to work with you and your family to help match you with the senior living options that suit your needs and preferences. His personal one-on-one approach allows him to advise seniors and their families with compassion and informed data based on lifestyle, location, finances, health conditions, and more.
In-Home Care: Ellen Hughes
Ellen Hughes started Assisting Hands Home Care in Reston, VA out of a desire to offer personalized in home care services to support the elderly, disabled, post surgical and other clients needing assistance with their activities of daily living. Assisting Hands supports an individuals choice and preference to be in their own home in order to maintain their dignity and independence. All of her caregivers are employees of the company and are licensed, bonded, insured and background checked. She services the Northern Virginia area with specific focus on Fairfax County.
Medicare, Health & Life Insurance: LIsa Humes
Lisa Humes healthcare experience spans more than 30 years working and living in Northern Virginia. She proudly represents HealthMarkets Insurance Agency in the metro area. They are focused on serving the life, health, retirement and long-term care insurance needs of small businesses, families and individuals. Lisa personally prefer to meet with her clients to understand their needs and provide objective guidance and solutions.
medicare, Health & Life Insurance
Organization & Moving Services: Adele Logan
Based in Northern VA, Smooth Move Managers is a boutique, woman-owned senior move management company dedicated to providing senior citizens the help they need before, during and after their move. We provide a cheerful attitude, personalized attention, and several years of organizational experience.
Our goals are to help clients live happily with less clutter in a well organized home or to transition senior citizens from their current home to their new residence with ease, efficiency, and gentleness.
Financial Services: Merrill Lynch
Peggy H. Montgomery, CFP®, CRPC®
Wealth Management Advisor
Group AG
Merrill Lynch
Financial Services
Financial Organizer / Daily Money Manager: Christine Dolan
Christine, the Founder and CEO of C. Dolan & Associates, is a Daily Money Manager with a passion for assisting clients who feel stressed and overwhelmed navigating their financial matters, or who are simply too busy to handle it all. Clients include seniors struggling to keep up with their financial paperwork; adult children of those seniors trying to help their parents cope while remaining independent; high net worth individuals; busy professionals juggling careers and families; and organizations without the time, staff and expertise to manage these monthly challenges themselves.
Professional Funeral Planning Services : Ruth Pegeron
Lay To Rest Services, LLC. educates clients as well as provide services and products that are focused on end of life and death. We provide funeral planning to our clients well ahead of their death, when death is imminent, and when a death has occurred. We provide seminars, coaching and training to professionals in senior services, organizations, non-profits, businesses, and religious establishment. We are experienced and knowledgeable in multi-cultural rituals, and religious customs in the death care industry. We are subject matter experts on celebration of life, memorial services, and funeral planning inclusive of memorial products, cremation options, full body burials and end of life needs for the most common religions, and ethnic rituals.
DAILY MONEY MANAGEMENT
Call: (703) 8680-8664
Visit: cdolanfinancial.com
Professional Funeral Planning Services
Call: 703-372-1587
Visit: Lay to Rest Services, LLC
ESTATE PLANNING ATTORNEY: andrea bryk
Andrea is the founding attorney at the Bryk Law Firm, a law firm dedicated to protecting the assets, both right now and later, of working families. An avid reader of Jane Austen as a child, Andrea was struck by how every story revolved around the uncertain financial future of the heroine: if she didn’t receive a substantial inheritance, her future depended on landing a wealthy husband. Andrea believes each of us needs to understand and take control our financial circumstances, as well as being prepared for unthinkable disasters.
Andrea finished law school during the 9/11 attacks and saw that while thousands of lives were lost, thousands more faced uncertain futures. And it was the heroes, the ones running into the destruction, who were disproportionately impacted. Of the 480 emergency responders who died that day, only a handful had a Will or estate plan. Their grieving families dealt with protracted, costly, and emotionally destructive probate and litigation, adding unnecessary pain to their trauma. At the Bryk Law Firm we don’t want anyone blindsided by the rules or processes associated with protecting or transferring assets.
Andrea is a 2003 graduate of The Catholic University of America Columbus School of Law.