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Senior Planning Services

Santa Barbara County

Call Now: 805-966-3312 Call Now: 805-966-3312

Ventura County

Formerly Known as Meditech Health Services Call Now: 805-644-0800 Call Now: 805-644-0800
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Santa Barbara County

Call Now: 805-966-3312 Call Now: 805-966-3312

Ventura County

Formerly Known as Meditech Health Services Call Now: 805-644-0800 Call Now: 805-644-0800
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Helping a Loved One With Dementia Manage Their Money

Posted on May 20, 2020 by amizelladmin

When a senior is living with Alzheimer’s disease or a related disorder, family members often worry about their loved one’s safety. Will Dad go to bed, forgetting the tea kettle is boiling on the stove? Will Mom get lost? Will … Continue reading →

Posted in Dementia Care, Fiduciary Services

Protecting the Financial Well-Being of Older Adults

Posted on June 28, 2018 by

June 15 was World Elder Abuse Prevention Day. Each year, senior advocacy groups from around the world take this opportunity to raise awareness of crimes against elders. The World Health Organization says that one in six older people experiences some … Continue reading →

Posted in Dementia Care, Fiduciary Services

Not All Senior Financial Advisors Are Created Equal

Posted on August 21, 2014 by

Not All Senior Financial Advisors Are Created Equal Our nation’s growing senior population means that an increasing number of older adults will need help managing their household wealth, retirement accounts and other assets. In response, more financial advisors are claiming … Continue reading →

Posted in Fiduciary Services

Are Generous Seniors Jeopardizing Their Retirement?

Posted on June 27, 2014 by

Study shows that retirement is a family affair. A recent study from Merrill Lynch looked at some of the family-related factors that determine whether the baby boomers will be financially secure during retirement. The study, “Family & Retirement: The Elephant … Continue reading →

Posted in Fiduciary Services

Elder Abuse Awareness and Prevention

Posted on December 26, 2013 by illuminadmin

Tips to Protect Against Elder Fraud How to Protect Against Elder Abuse Signs and Symptoms of Abuse Elder Abuse: Types, Signs, Risk Factors, and Prevention HelpGuide.org provides useful advice for understanding, preventing and resolving elder abuse. National Center on Elder … Continue reading →

Posted in Fiduciary Services

Caregiver Tools & Tips from the Alzheimer’s Association

Posted on June 20, 2012 by illuminadmin

March 2012 Issue In this issue: Getting the Help You Need Helpful Resources Community Education and Events Be an Advocate  

Posted in Fiduciary Services, General, Home Care

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Senior Planning Services - Santa Barbara

402 East Carrillo, Suite C | Santa Barbara, CA 93101
P: 805-966-3312 | F: 805-963-7146 | Email Us

Senior Planning Services - Ventura

4517 Market Street, Suite 1A | Ventura, CA 93003
P: 805-644-0800 | F: 805-658-2195 | Email Us
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Everywhere in Santa Barbara and Ventura Counties

Senior Planning Services serves Santa Barbara and Ventura Counties.  Our 2 offices provide support for families who need assistance from Santa Maria to Camarillo including Montecito, Santa Barbara, Santa Ynez, Lompoc, Solvang, Hope Ranch, Oxnard & Ventura.

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