Fiduciary Services & Home care For California

fiduciary & home care Welcome to Herb Thomas and Associates. We are a unique fiduciary services firm, specializing in the coordination, preservation and use of public benefits and private funding. We offer a broad range of financially related services to seniors and people with disabilities, sometimes working with public and private agencies in the delivery of those services. Our primary goal is to meet the lifetime financial and well-being needs of our clients throughout California.

Why Herb Thomas And Associates?

A number of factors distinguish us from other private fiduciary firms. These include our breadth and depth of services and the regular personal contact we have with our clients. In addition, we have extensive knowledge and experience in the areas of finance, benefits advocacy, taxes, and investments. We look forward to discussing any of our services with you. Our services include: Trust Administration; Special Needs Trust; Medi–Cal & Social Security Advocacy; Conservatorships; Guardianships; Daily Money Management; Care Management; Home Care

Fiduciary Services

Since our founding, we have made a commitment to financial loyalty for all of our clients. The range of our service is a manifestation of that commitment. We offer our clients a distinctive blend of fiduciary services, which include the management of client assets in a trustee and agent role, advocacy of public benefits (i.e. Medi-Cal, Social Security), and advice on local community programs (i.e. energy savings, housing, etc.).

In the course of our work, we are often called to serve as family advisors on financial matters as well as a host of personal issues in which our experience and judgment enables us to play a constructive role. For a few families, these relationships have transcended generations. For others, the relationships have only recently begun.

Herb Thomas Home Care

We assist individuals in leading dignified and independent lifestyles in the comfort and safety of their own homes or in their current living environment. Our non-medical Home Care Services group is designed to provide unique all-in-one service to residents of the greater Bay Area.

The services we provide are varied and include personal care, companionship, light housekeeping, and respite care. In addition, we offer free, in-home needs assessments, client-endorsed referrals, and custom-designed payment plans. Assistance is available around the clock, seven days per week. Call us to discuss your specific need. If you would like to discuss your specific need, obtain more information, arrange for services, or make a referral, please feel free to contact us at your convenience.