Nancy Norris
(408) 294-5390
nancy@norrisfinancial.net
Contact Us

We offer consulting by phone, email, and in person.

If your parents are here and you are out of the area, we can be of assistance and support.
Support & Help for Families Struggling with Aging Parent Issues

ElderCare Planning Specialist - Nancy Norris has 14 years experience in financial & estate planning. We proudly serve Santa Clara County and the surrounding areas and provide families with assistance in the following areas:

Solutions to your ElderCare Concerns

ElderCare Consulting


ElderCare Counsel & Paying for Long Term Care: Asset Preservation
  • Guidance in navigating all aspects of eldercare issues
  • Medi-Cal Planning – if necessary
    Minimize Medi-Cal Spend Down
  • Reverse Mortgages – when appropriate
    At Home Care Screening
Housing Placement
  • Assistance in Locating Appropriate Housing
  • Independent Living – Assisted Living
  • Dementia Care or Skilled Nursing
Estate Planning: by Affiliate Attorneys
  • Avoid Probate & Conservatorship
  • Revocable Living Trusts – Special Needs Trusts
  • Health Care and Financial Directives


Professional Fiduciary Services

Complete Fiduciary Services
  • Trustee – Decedent Estate Administration – Conservatorship
  • Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)
  • Bill Paying Services
  • Guardianship
  • Special Needs Trust Administration
  • Personal Assistant


Investment Advice

Investments & Financial Planning:
  • Review Existing Investments
  • Structured Settlements
  • Retirement Plans –IRA’s – 401K’s – SEP’s
  • Mutual Funds – Government Securities
  • Fixed & Variable Annuities – Guaranteed Lifetime Income


Additional Resources: Senior Daily Living