Senior living placement and advisory for families who deserve exceptional care.
p/ 831.238.0871
Senior living placement and advisory for families who deserve exceptional care.
p/ 831.238.0871
As a trusted advisor to your clients, you manage the complexities of their wealth, taxes, and legacy. However, when a health transition or senior living decision arises, the human complexity of aging can introduce disruption that even the most sophisticated financial plans did not anticipate.
Saar Advisory acts as your specialized partner, providing residential placement expertise and white-glove family advocacy to ensure your clients transition into senior living with the same standard of excellence with which they have lived. We connect the residential planning layer to the broader wealth and estate picture — working alongside you, not across from you.
HOW WE CAN HELP
Care cost context for your planning conversations
We can share general market knowledge about the typical cost ranges for RCFE assisted living and in-home care arrangements in your client's target region. This real-world context — drawn from our direct experience placing clients in all financial tier environments — can inform the conversations you and your client have with their financial and estate planning team. We do not provide financial projections or cash flow modeling, which remain the domain of licensed financial advisors.
Placement quality & continuity
A poorly matched placement — one where a client's care needs outgrow the facility, or where the environment falls short of expectations — often leads to costly and emotionally taxing re-placements. Our thorough vetting process is designed to get the placement right the first time: matching the client's care needs, lifestyle preferences, and personal values to a licensed RCFE environment that can sustain them long-term. This reduces disruption for the family and supports the stability that good long-term planning depends on.
We operate under NDAs and maintain the same standard of discretion you apply to your own client relationships. The sensitive nature of senior transitions demands nothing less.
We provide regular, concise reporting to the lead advisor to ensure the residential "aging plan" remains in sync with the wealth plan. Our role is additive — we handle the placement layer so you can remain focused on the financial one.
Our loyalty is to the family. We maintain full transparency regarding our compensation structure — including referral fee arrangements with facilities — so there is never an undisclosed conflict of interest in our placement recommendations. All compensation arrangements are disclosed to all relevant parties, consistent with NPRA best practices and applicable California law.
Saar Advisory's work is most concentrated on the Monterey Peninsula, with deep knowledge of the senior living landscape in Carmel-by-the-Sea, Pebble Beach, and Monterey. For wealth managers and CPAs whose clients are based elsewhere in California, Saar Advisory serves families across Silicon Valley, the San Francisco Bay Area, Napa Valley and Wine Country, Sacramento, the Central Valley, and the Sierra Foothills. We bring the same standard of due diligence and placement quality to every geography we serve, and we are experienced in coordinating with advisors and families across multiple locations simultaneously.
