Our Team Approach
As Founder of Seniors Lifestyle Exchange, we are a trusted group of professionals in the Real Estate, Law, Mortgage & Financial Services, Estate Organizers, Fiduciary, Life Transition Coaching, Homecare and Computer tutoring industries. We work together to provide comprehensive services, ensuring a smooth transition to your new lifestyle. 

 

Mark Dawson
GM Green Real Estate, Inc.
Broker Associate, Realtor, Senior Real Estate Specialist, Founder of Seniors Lifestyle Exchange

As a Senior Real Estate Specialist (SRES) I address the specific housing desires and needs of the 55+ client with an organized and integrated approach.

 

(415) 923-6999 ext. 204
mdawson@gmgreen.com
www.gmgreen.com

DRE License # 01079681

 

Join me on LinkedIn.com

 

 

Diane R. Castro
Young at Heart Communications, LLC

CEO and Co-Founder of the Seniors Lifestyle Exchange 

"Marketing and Public Relations Consulting For the Young at Heart"

 

My expertise is in marketing and public relations consulting services for clients in the housing, non-profit and healthcare industries, with expertise in the baby-boomer market. I help my clients find the uniqueness about their business and creatively get the word out so potential customers can find them.

 

(415) 265-7752

diane@youngatheartcommunications.com

www.youngatheartcommunications.com

 

Join me on LinkedIn, Facebook and Twitter

 

 

 

Sean Murphy
RPM Mortgage
Finance Consultant FHA, VA & Conventional Loans

I consult and educate clients on their options to help them manage their debts. I work with a client’s mortgage to assist anyone interested in refinancing to lower monthly payments or for cash out purposes to pay for the planning of advanced stages in their life. I strive to make this process as smooth as possible.


(415) 381-7052
smurphy@rpm-mtg.com
RPM Mortgage
DRE License # 01800463



 

 

 

 

 

Michelle DeBerge

Life Transition Coach

Michelle DeBerge is a graduate of The Coaches Training Institute in San Rafael, California. She has studied with several of the countries leading workshop facilitators. She is also the graduate of a year long Women’s Leadership Program. Michelle has been recognized both locally and nationally for her work.

 

Michelle is a professionally trained coach with over ten years experience. Her passion is helping guide clients through loss and transition. She has both professional and personal experience with loss and transition.

 

(415) 382-8725

 


 

 

 

 



 

Clyde Charlton
Elder Law & Estate Planning
As an elder law and estate planning office, we holistically assess the legal needs of each client, and help them navigate the many issues associated with the aging process. Our practice is built on compassion, care, and concern for the older client. Our senior services typically include:

    • Wills, Trusts & Estate Planning
    • Advance Health Care Directives and Powers of Attorney
    • Medi-Cal Planning & Asset Protection
    • Long-Term Care Planning
    • Disability Planning
    • Elder Abuse Prevention and Litigation
    • Medicare, Social Security & Veterans Benefits

Law Offices of Clyde H. Charlton
790 Mission Avenue
San Rafael, CA 94901
Tel: (415) 485-2200
Fax: (415) 457-1420
clyde@charlton-law.com
http://www.charlton-law.com

 

 

 

 

 

 

 

Veronica Valero

Computer Tutor of Marin

Personalized Computer Assistance & Instruction in YOUR Home or Office

 

Computer Tutoring is one-on-one personalized computer assistance and instruction that takes place in your home or office—at your convenience. I work on both MACs and PCs and specialize in working with first-time computer users, seniors, and those looking to upgrade their computer skills for personal and professional use.

 

Applications I work with include: Microsoft Word, Works, Excel, PowerPoint, Publisher, Outlook; Quicken, Microsoft Money; Email programs (Outlook, Windows Mail, Mac Mail, Entourage, Yahoo, Gmail, AOL), the Internet, digital camera, basic photo editing and more!

 

415-328-5706 cell

415-897-2302 home

www.ComputerTutorMarin.com

ComputerTutorMarin@comcast.net

v4valero@comcast.net

 

 

 

 

 

 

 

 

 

 

Thomas Chesus

President

Smart Finance Management, Inc.

Providing ‘Personalized Record and Bookkeeping Services’ since 1982.

“Life Without Bills” ~ Bookkeeping and Bill Paying for the ‘Busy’:
Personalized services for individuals, couples and Professionals
Pay all the bills, keep records in order, provide useful reports

“Personal Financial Assistants for Seniors” ~ Comprehensive Record, Bookkeeping and Bill Paying for these Seniors’ Special Needs:
Active travel lifestyles : On the Go ~ Out of Town
States of disability from Strokes, Alzheimer’s, Parkinson’s

Call for a Complimentary Consultation in office or in home.
Contact Information:
1682 Novato Boulevard, Suite 250
Novato, California 94947

Direct Line: (415) 892-9900
(415) 892-9900 ext. 110
Toll Free Line: (888) wepaybills
 

 

 

Nancy Bulette

Vice President, Public Relations

Sport & Spine Therapy of Marin

 

Sport and Spine Therapy of Marin (SSTM) is an independently owned physical therapy organization located in Marin County, California, with clinics in Novato and San Anselmo.

Since 1987, SSTM has been dedicated to providing the highest quality physical therapy services to our patients. From athletes in training, to patients recovering from surgery, to injured workers and everyone in between, we can help.

Our physical therapy staff is highly trained and educated with over 110 years of combined experience. We offer a positive, supportive environment and work with you side-by-side through every step of your treatment.

Our goal is to help our patients achieve their goal - optimal health and physical function.
 
Contact Information:
Direct Line: (415) 497-9250
(415) 497-9250 nancy@sstmarin.com

 

 

 

 

 

Mark Labourdette

Owner

Design / Build Specialists, Inc.

Looking for quality people to work with? We have many friends in many professions- ask us!
Contact Information:
Direct Line: (415) 892-3932

 

 
 
 

Mark O'Brien

Financial Advisor / Planner

East Peak Asset Management

Financial Planning, Investments - Retirement Calculations - Long Term Care Insurance
Contact Information:
Direct Line: (415) 945-9328
 
  
 

 

 

Atria Tamalpias Creek

Assisted Living Community

 

What makes Atria Tamalpais Creek the best senior living option in Marin County, California? It’s our commitment to enhancing the lives of today’s seniors and future generations with energy-saving renovations, including a pursuit of LEED certification. At our senior community in Novato, California, we provide just the right combination of hospitality and independence. A full social calendar keeps our residents active, while a beautiful outdoor courtyard and fountain offer peace and relaxation. New updates include a salon and spa, fitness center, cinema room and wireless network throughout the community. Atria Tamalpais Creek is located near downtown shopping, medical facilities, places of worship and entertainment.

At Atria Senior Living, older people find more than a place to call home – they become part of a second family of neighbors and caring staff. Our residents enjoy the highest-quality senior care services, including assisted living and Alzheimer's care; a wide choice of activities that nurture the body, mind and spirit; delicious, nourishing meals; and just the right amount of personal assistance to enjoy life with confidence. Helping seniors make a better life – that’s what Atria is all about.
Contact Information:
853 Tamalpais Avenue
Novato, California 94947

Direct Line: (415) 892-0944
 
Crystal Llopis:

 

 


Sandi Truesdell

Community Relations

Merrill Gardens Rohnert Park

Merrill Gardens at Rohnert Park, formerly known as The Springs, is located on five acres in Sonoma County, just 40 minutes north of San Francisco. Our apartment-style community offers all of the amenities of a home without the work. Imagine a life without household chores, yard work or home maintenance. Invite guests to a meal, special event or social outing. With our on-site Active Living Director, scheduled transportation and Anytime Dining program - there are opportunities to make new friends or entertain old ones right outside your front door. Welcome to Merrill Gardens, a one of a kind retirement community.

Merrill Gardens at Rohnert Park offers independent living and respite care.
Contact Information:
4855 Snyder Lane
Rohnert Park, Ca 94928

Direct Line: (707) 585-7878
marketing.rohnertpark@merrillgardens.com

 

 


Call Mark for a free one hour consultation and learn how our team can help you. (415) 923-6999 ext. 204