Silicon Valley, CA

Too often, families wait until a fall, a diagnosis, or a hospital discharge to start planning.

That’s when decisions become reactive, emotional, and expensive.

Home Team changes the narrative.

A Home Team is a collaborative group of professionals who support families through every stage of aging. Together, they provide proactive guidance before a crisis happens.

We help homeowners, through real challenges, with real solutions- demonstrating how coordinated planning can:

Planning isn’t about fear. It’s about empowerment.

Home Team logo, powered by APlan2Age, features a roof with three people under it symbolizing a team coming together to help those that live there
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Financial Planning and Long-Term-Care Insurance

Sarah Clish, CFP, CLTC

Certified Financial Planner ™
Private Wealth Advisor / Managing Director
Ameriprise Financial Services, LLC
CA Insurance License # 0D53207
(408) 963-2288

 

Email
Website

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Home Care


Michael Wentling

Owner/Community Relations Representative
Familiar Surroundings Home Care 

Office – (408) 979-9990
Cell – (408) 219-9865

Email
Website

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Real Estate Lending & Reverse Mortgage

David Butler

Mortgage Loan Officer, Reverse Mortgage Specialist, Butler Home Loans (DBA of GMCC) 

(408) 604-8448
Email
Website

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Life Insurance Settlement

Carole Fiedler

 Licensed Life Settlement Broker (Available Nationwide)
Innovative Settlements

(415) 925-1175
Email
Website

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Medicare Expert

Pete Randazzo

Broker/Owner
Lic # 0i14957
 

(925) 558-5952
Email
Website

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Placement

Mike Scoggin

Email

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Realtors

Brett Jennings

Email
Website

Lin-Lin Otani

Email
Website

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Estate Planning

David Bromley

Email
Website

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Home Modification

Coming Soon!

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Home Organization

Coming Soon!

Do you serve seniors?

If you are a professional that serves seniors and would like to learn more about The Home Team, please reach out.

Email Richard

Contact Info

(925) 984-0118

info@aplan2age.org

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