Paying For
Senior Care

We help you find ways to pay for your loved one’s long-term care while getting you qualified for programs like Medi-Cal.

MEET 1ON1 FINANCIAL​

For over 20 years, the 1on1 team has helped protect the assets of seniors in Southern California. From helping organize finances to navigating existing laws, we help you handle all the financial and legal decisions of senior care. With the help of our compassionate team and comprehensive approach, we develop customized strategies that address your individual needs and long-term financial goals.

Meet Philip,
The Founder of 1on1

Even from his earliest days as a financial advisor,  Philip Board has been committed to serving clients of all ages with great care and trust.  As the founder of 1on1 Financial, Philip brings this commitment, along with financial expertise, to his work every single day. With his Masters of Science in Financial Services, Certified Fund Specialist designation, credentials in advanced estate planning and retirement income planning, as well licenses in life insurance, health insurance, and the Series 7, 63, 65 and 24 registrations, Philip’s knowledge provides unique financial advantages to his clients.  This financial expertise and client-centric technique are also what has allowed him to grow 1on1 from a one-person boutique to full-service practice with a team of professionals. Through this personalized attention, skill, and trademark humor,  Philip continues to deliver on his commitment to serving clients while helping them through one of life’s most difficult transitions – aging. 

Philip headshot

Our key
advantages

✓ Local Planners
✓ Personalized Attention and Solutions
✓ Asset Protection

Our
services

Our eldercare experts are here to help you navigate long-term care placement and financial solutions. From asset protection and benefit qualification to navigating laws and submitting applications, we’re with you every step of the way.

Initial Consultation

You’ll first meet with Leslie, so she can fully assess your financial situation and needs.

Strategy & Planning

After assessing your situation, Leslie will help you find the best strategy to pay for your loved one’s long-term care while detailing the steps you’ll need to get there.

Implementation

Leslie helps you take the steps you need to execute your financial plan, including coordinating with estate planners and lawyers, as well as overseeing financial transactions like gifting that can help you qualify for Medi-cal.

Follow-up

Even after you’ve implemented your plan, Leslie will continue to make sure your loved ones are well-cared for while receiving the benefits they’re entitled to.

Already have your
finances settled?

We also offer expert long-term care advisement in:

✓ Care Placement
✓ Care Pre-planning
✓ Benefit Eligibility

✓ Medi-Cal Qualification
✓ Estate Planning
✓ Asset Protection

Ways to Pay

We guide you and your family through the process of qualifying for essential benefits and paying for long-term care.

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Senior Care Blog

With expert tips and advice, we’ve compiled our knowledge in one spot to help simplify the process of senior care.