UHNW — Insights — Saar Advisory

SERVICES

For Seniors & Families

For Family Offices

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For Wealth Managers & CPA's

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Facility Representative

Senior living placement and high-touch comprehensive advisory services for clients and families who deserve exceptional care.

p/ 831.238.0871

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All in UHNW

We ask senior living communities about the chef program. The care ratios. The medical director.

We rarely ask about the flowers.

That’s a gap worth closing.

Floral programming — a dedicated bloom room, a real florist relationship, resi

DISCLOSURES

Saar Advisory provides senior living placement coordination services only. We do not provide medical, clinical, legal, or financial advice, and we do not perform capacity assessments or clinical evaluations. All placements are to California-licensed Residential Care Facilities for the Elderly (RCFEs) only. Saar Advisory's senior living placement services are separate and distinct from any licensed real estate brokerage activities. Real estate services are provided solely in the capacity of a California licensed real estate agent and are governed by California Department of Real Estate regulations. Real estate services provided by Michelle Saar, California Department of Real Estate License No. 01373035. Saar Advisory is not a licensed real estate brokerage. Real estate activities are conducted independently under the supervising broker of record

Senior Placement

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