Services and Programs

Please call for an appointment for any of these services. (858) 487‑2640

Legal & Professional Services

  • Appointment required, (858) 487‑2640

Income Tax Preparation and Filing

  • Free income tax preparation and filing
  • Tuesday, Wednesday and Thursday
  • February — April
  • Appointment required, (858) 487‑2640

Legal Consultations

  • Free 30-minute consultations
  • Mondays 12:00 to 3:00 p.m.
  • Call for appointment, (858) 487‑2640

Financial Planning

  • Free financial planning consultations with a certified financial planner
  • Call for appointment only, (858) 487‑2640

Senior Housing Placement Consultations

  • Free consultations with certified Eldercare Advisor
  • Every month, by appointment only, (858) 487‑2640


Resource Information

Call us for valuable information on a variety of topics:

Health and Safety

Telephone Reassurance

Telephone contact to homebound seniors, Monday-Friday, excluding holidays

Medicare Health Insurance Consultation

  • Free health insurance consultations by appointment only, (858) 487‑2640

Presentations and Workshops

  • Free presentations and workshops on a variety of topics are provided throughout the year.
  • Call for information, (858) 487‑2640
  • If you would like to be added to our email list to receive notices of upcoming events and siminars, please send an email to the office manager at with your request.


  1. Thinking of you and sending my prayers and blessings that you are all staying safe and healthy.
    If I can do anything, please call on me. I’ll do personal shopping for anyone who should stay home, and I can provide counselling for dementia caregivers.
    Please don’t hesitate to call.

Speak Your Mind