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It Takes a Village


We at Bamford Financial recognize that long term care insurance and Medicaid make up only a small piece of the vast puzzle that is senior care. There are many components to consider from Elder Law and living wills to choosing a care community and services. We don’t know everything there is to know about senior care. We are not experts on every company and service available to seniors and their families. As the old saying goes, if you can’t be the library, be the librarian. Below is a resource catalog with companies and professionals that Bamford Financial has worked with in the past that can educate you on every aspect of senior care. These are trusted professionals that you can turn to for advice and services. Click on a category header to see more.


Financial Resources

COMPANYCONTACT NAMECONTACT PHONEWEBSITEDESCRIPTION
Bamford FinancialRonnie Meldrum360-943-9698Document Organization and Medicaid application paperwork. Located right in our own office building.
PASSDarcy Mugarteugi360-791-5412Document Organization and Medicaid application paperwork.
Senior Guardianship Services llcMichele Penberthy360-943-5071www.mcpbookkeeping.comProviding court appointed guardianship services and senior book keeping since 1993.
Byrne & Company Wealth Management, LLCKevin Byrne CFP360-338-0645byrneandcowealth.comFee only financial advisor and CFP.
Bigelow Family FinancialEllen Bigelow, CHFC360-890-4507www.bigelowfinancial.comElder tax planning services.
Steele Capital ManagementAaron Steele360-464-2979Expert Financial Advisor with a focus on VA Benefits.
Michael WittenbergMichael Wittenberg360-786-9515Public CPA here in Shelton and Olympia
Norm R Smith & Associates Norm Smith CFP/CPA360-754-9475www.nrsmith.comFee only financial advisors, CFP, and CPA.

Elder Law Resources

COMPANYCONTACT NAMECONTACT PHONEWEBSITEDESCRIPTION
Elder Law With CareJanet Moody360-786-5035Eldar law and estate planning expert I've worked with before.
Bauer Pitman Snyder Huff Lifetime legalLauren Pitman360-754-1976www.lifetime.legal.htmlMedicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
Rhonda LarsonRhonda Larson360-259-3078www.larsonlawpllc.comEldar law and estate planning expert I've worked with before.
AHLF Law OfficeDavid Schneider360-491-1802Medicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
Bauer Pitman Snyder Huff Lifetime legalAndria Huff360-754-1976www.lifetime.legal.htmlMedicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
Cross Bean LegalBryana Cross Bean253-203-3352crossbeanlegal.com/Medicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
Mano, McKerricher & Paroutaud, IncRichard Paroutaud360-748-6641www.chehalislaw.comEldar law and estate planning expert I've worked with before in Chehalis.
Rehberg Law GroupJessica Pierson Seeger206-246-8772rehberglaw.comMedicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
Northwest Elder Law GroupKatie Peterson206-937-6102nwelderlaw.comMedicaid Attorney, estate planning, will drafting, POAs, and special needs trusts's
WashingtonLawHelp.orgwww.washingtonlawhelp.orgOne of the best resources for answering Medicaid questions around.

Community Resources

COMPANYCONTACT NAMECONTACT PHONEWEBSITEDESCRIPTION
Eldercare Counseling & Guidance ServicesLaura Vaillencourt360-259-0078www.eldercarecounselor.comGeriatric care manager that assists families with everything from family counseling to finding Medicaid housing.
Area Agency on Aging360-664-3162www.lmtaaa.orgThis is the number 1 senior resource center in the county.
Senior Action Network888-411-8823senior-action.netA networking forum for businesses serving seniors in Thurston County.
Olympia Senior Center360-586-6181Senior Center Program & Membership InfoOlympia's epicenter for senior activities and events.
Funeral AlternativesClair Ferris360-489-6562www.funeralalternatives.orgFuneral Planning and Arrangements
Woodlawn Funeral360-491-3000woodlawn-funeralhome.comLocal crematory, and funeral home with a rustic feel.