ElderLife employs
Certified Senior Advisors

Click here to find out what that means to you.

Are you planning a lecture program for your community group or organization?

Lauren Locker and her staff are available to speak on a variety of financial planning topics. We can tailor an educational presentation suitable to your specific audience.

Contact us for further information and scheduling.

Your companions on the journey

Locker Financial Services, LLC, a source you've trusted for more than 17 years for your financial needs, is expanding its range of personal services with the creation of a new division called ElderLife.

Planning

As we age, we face an ever-increasing number of health and lifestyle changes that can create anxiety and confusion. In the midst of a personal or family crisis, it can be difficult to understand your options clearly enough to make informed, rational decisions. That's when the ability to call upon a reliable advisor can mean the difference between a quick resolution and a drawn-out dilemma. The empathetic and knowledgeable staff at ElderLife is ready to help you and your loved ones with accurate, reliable information on many aspects of elder care.

Decisions

ElderLife can assist families and individuals as they sort out the differences among the various care options, including assisted living, adult day care, in-home care and nursing home care. We can help you understand and complete Medicare and Medicaid forms, Social Security, nursing home applications and other complex paperwork. We are available to accompany you on site visits to various elder care facilities and will present you with a list of direct questions to ask the administrators of the facilities. We can set up systems for the payment of bills and help you track expenditures. We can aid you in reviewing past financial transactions to identify critical account information you will need. Our staff has personal experience with the guardianship process and guardianship reporting and can get you started on preparing power of attorney and health care directive forms. ElderLife personnel are well-equipped to handle non-traditional family situations and structures.

Solutions

Our professional knowledge and specialized training, coupled with lessons learned while dealing with our own families' elder care issues, allow us to guide you efficiently and compassionately through the many emotional stages of this life transition. If you find yourself in the midst of an elder care emergency that requires and instant response, we can work with you daily at a high level of involvement until your immediate needs are met.

Before a crisis occurs, we can work with you to plan a path for the future in ways that make sense for your unique situation. We can facilitate discussions about topics that are difficult to broach, such as changing physical and mental abilities, long term care and end-of-life planning.

Working with the staff at ElderLife will save you valuable time, while giving you the comfort of knowing that you are doing the very best you can do to help your loved one.

ElderLife's mission is to empower families and individuals who face lifestyle changes related to aging by giving them the information and resources needed to make better decisions. We promise to serve you with compassion and integrity as your companions on the journey.

ElderLife can save you time by:

  • Helping you sort out care options
  • Mediating family decision-making
  • Working with you during a crisis
  • Doing the research for you
  • Facilitating discussions on topics difficult to broach
  • Completing complex applications and forms
  • Visiting care facilities with you
  • Ensuring that directives and documents are in order