If you have any questions or would like more information, our staff will be happy to help.
For all general inquiries call 512-456-9115*
Or fill in our contact form:
*Please note that our phone number cannot receive SMS (text) messages.
Office Hours: Monday through Friday 9-5
Our offices are closed on the following days:
New Year's Day, MLK Day, Easter, Memorial Day, Juneteenth Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day.
We would be happy to discuss your needs in person. Please contact us to set up an appointment. We are located at:
Heritage Office Suites
601 Quail Valley Drive
Georgetown, TX 78626
Please note that this location is used for prearranged meetings made by appointment only. Thank you!
Join Us for our monthly educational seminars!
We are now collaborating with "Seniors Living Smarter"
Seniors Living Smarter presents live seminars on the second Thursday of every month. The goal of these free seminars is to equip, educate, and inspire seniors to make informed choices and empowered decisions concerning their lifestyle goals. Care Partner to Caregiver will be there as well to provide information and answer your questions with regards to care management for those living with memory loss.
February 9 - Getting Your Affairs in Order
March 9 - Planning a Graceful Exit
April 13 - Decluttering vs. Downsizing
May 11 - Real Estate in 2023
June 15* - Financial Guidance for Seniors
July 13 - Smart Technology and Your Health
August 10 - Trends in Senior Living
September 14 - Caring for a Loved One with Memory Loss
October 19* - Are you Aware of the Threats Around You?
November 9 - Successes in Senior Living
*Scheduling conflicts require changing these dates to the third Thursday.
All seminars take place at the following location:
McKinney Christian Ministry Center
on the First Methodist Church Campus
1205 Ash Street
These seminars are free! To sign up, visit SeniorsLivingSmarter.com/seminar or call 512-862-7339 and leave