Taylor was so instrumental in helping us find the perfect care home for our mom. We never would…read morehave been able to even begin this process without him. His expertise, kindness and attention to detail were outstanding! He walked us through the process and made sure that we were happy with Mom's placement days and even weeks after her move. I don't know how we could have completed this process, or even started it, without his help! Thank you for being there during one of the most stressful times of our lives!

I'm going to tell you my story and then you can make up your own mind as who you should work with…read moreto find your loved one a final home. Today I live in Birmingham AL. My mom and dad live in OC Ca. Mom is the rock and is 100% caregiver for dad who has late stage Alzheimer's. On Father's Day Mom falls and breaks her hip and required replacement surgery. I have to fly out and try and help my mom get out of rehab but also get care for my dad. Enter Tyler from Transitional Care Solutions. Free service helping people find the right place for dad or mom. He was delicate with his guidance and understood our financial situation. After just two days we we had four interviews set up for us to find a board and care for dad. He needs 100% assistance today. We found our final place for dad after just three different interviews. I'm a salesman and appreciate when I'm being helped vs sold. This guy is the real deal. I only put my name on those who earn it. Respectfully submitted and not requested by Troy Sells

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

If you need a reliable yet friendly person to talk about finances and investments, she's the one to…read morego to whether you are new or knowledgeable about these kinds of topics. She was able to help my family and I with investments which immediately helped us with our financial situation with a recent family member's passing. She will help you through the whole process and even talk to agents on the phone for you in Vietnamese or English for those who don't know who to contact and what to say. My family and I have been working with her for years and she's always been there for us. I appreciate her and her commitment to help her clients like my family with finances and investments.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

I'm young (under 25) and I'm really great full for there help. They worked with me and were very…read morekind and helped me get a really good rate for full coverage. The man I spoke to, argin was amazing and very patient and consistent.

"Call Stacy at Heart Light" is maybe the best advice I've ever been given! Stacy was incredibly…read morehelpful, informative, and caring. I learned so much from speaking with her and within 10 minutes of explaining what I was needing for my mother, Stacy got back to me with 4 places that would suit my mother perfectly. There are so many factors to take into consideration, things that never would have crossed my mind, but with Stacy I felt like we were in great hands. I cannot thank her enough for helping us find the perfect place.

We had the honor of working with Lisa Bricker when placing our 89 year old mother into assisted…read moreliving. She worked tirelessly to ensure she found the perfect spot. Not only did she have her finger on the pulse of the market place she bundled it with true authentic compassion. Mom is flourishing in her new home and happy as a clam. We couldn't have done it without Lisa and Heartlight.

I cannot recommend William highly enough. He is incredibly passionate and knowledgeable, but what…read moretruly sets him apart is his compassion and genuine care for elders and their families going through difficult transitions. Even as a long-tenured nurse, I felt completely unprepared trying to navigate my own elders' care. I first met William when I needed guidance during my father's journey with Alzheimer's, and now, as we support my nonagenarian in-laws, he continues to be an invaluable resource. William has an exceptional network of high-quality referrals -- from durable medical equipment and in-home medical providers to a wide range of care facilities -- and he knows exactly how and when to connect you with the right help. More importantly, he helps you understand the process and makes an overwhelming situation feel manageable. I'm beyond grateful to have his expertise and steady guidance through what can truly feel like a rollercoaster. Any family navigating aging or memory care would be fortunate to have him in their corner.

William Young was truly God-sent. From the very beginning until my father's very last day on this…read moreearth, he guided and supported our family with incredible compassion, patience, and care. During one of the most difficult times of our lives, William was a constant source of knowledge, reassurance, and strength. He helped us navigate every step with clarity while always prioritizing my dad's dignity, comfort, and well-being. His presence alone brought peace during moments that felt overwhelming. I am forever grateful for William and the role he played in my father's care and in supporting our entire family. We could not have asked for a more devoted, kind, and trustworthy geriatric consultant. I wholeheartedly recommend him to anyone who needs guidance and genuine care for their loved one.

I contacted Vince for assistance in finding a place for my mom. We were still trying to convince…read moreher in the transition and knew she was a very picky 94 yr old used to living on her own. Vince facilitated several visits and even accompanied us to most. I did not feel pressured at all although we wanted to make a decision within a week. He was always available to answer questions and find out more if needed. He always got back with an answer quickly and attentive to detail. Due to a prior experience it was important to me that I did not leave my contact information at all these facilities. I did not want them calling me. Vince was very respectful of this request and let the facility know prior to my arrival. He seems to know the community and does a good job at staying in contact with sales agents. In the end with his assistance we found the right place! My mom is happy so far 3 weeks in and he is still in contact with us. When we needed to move furniture he even volunteered to help my husband with the move!! We highly recommend Vince. He did a wonderful job at a difficult time for us.

I've lived here for close to five years. I very much enjoyed my stay here. Great management and…read moresuperior caregivers. If you are looking for an Assisted Living facility for yourself or your loved ones. You will enjoy living here!

I worked with Garrett and he was able to find the perfect group home for my dad. Much like a real…read moreestate broker, Garrett will listen to your requirements/budget and find an available group home. Highly recommended!

Garrett helped find a residential care facility that has been wonderful for my 95 year old mother…read moreand is within our budget. He responded quickly to schedule a visit and followed up with me immediately.