Family Office Administration

Carrie Cook Bray, CFP®, CRPC®

Are you or a loved one aging and worried about where to turn for help? What items should you consider in your 60’s, 70’s, and beyond? At the request of our clients and their family members, Buckingham Financial Group has created a new “Family Office Administration” department to help clients and their families evaluate needed services.

This office can help you with insurance needs, such as Medicare Supplements and Long-term Care. We can help you evaluate what services you may need based on your current and future circumstances. After determining what services are needed, we can provide you with recommendations of pre-screened service providers – whether you only need help with running errands or require full-time nursing care.

Our lists of independent providers are not affiliated with Buckingham Financial Group, but are community professionals who specialize in caregiving and assisting individuals with daily needs and tasks. The number of options in elder care services is increasing daily. Let us help you navigate the choices to get the quality services you and your family deserve.

List of Services

  • Errands and Driving

  • Adult Day Services

  • Custodial Home Care (non-medical needs)

  • Skilled Home Care (medical and therapy)

  • Moving/Downsizing Services

  • Pet Care

Please contact us for more information and check this website for updates.