Financial Review and Planning Service

Financial Guidance & Senior Advocacy in Tucson Area

Approaching the golden years of life can be an intimidating experience for both older adults and the ones they love. While there’s plenty to be joyful about, it can be understandably overwhelming as you try to figure out the logistics of caring for yourself or a beloved senior.

At Guiding Light, our team of geriatric care managers are committed to helping you make the most informed decision for all age-related matters, including financial planning. In the midst of decisions to be made about insurance claims, assisted living, health care, and other case management, we’re here to give expert advice and guidance that will make organizing your thoughts as peaceful as possible.

Aging care advocates

Planning For The Future…Together

While a financial plan and budget is crucial for people of any age, it is of the utmost importance when it comes to seniors. At this stage in life, most seniors have retired and are living on Social Security and any retirement funds they have saved up to this point. 

Because of potentially limited funds, it’s especially important to consider various elements before making a budget, including:

  • Life span
  • Quality of life
  • Emergency savings
  • Lifestyle planning
  • Taxes
  • Health care
  • Long term care
  • End-of-life planning

Serenity with Financial Review and Service Planning

When we create a financial plan for seniors and their families, we work with our clients to ensure that we are taking care of all their current needs while being mindful of any potential future ones. By keeping open communication, we make this process as simple as possible to avoid any stress.

man enjoying elder care services

Financial Assessments

At Guiding Light Senior Care, our geriatric care managers carefully assess the financial standing of seniors we work with to guarantee that they have everything for retirement and long-term care. We’ll look at your current financial situation and make suggestions for budgeting without sacrificing comfort or care.


When planning the legacy of our clients, our team ensures a secure future with the inclusion of essential documents such as living wills, Power of Attorney agreements, Long Term Care Insurance policies, and ample funds. By doing so early, we can avoid any potential hang-ups in the future.


We do meticulous research on what services and financial aid options our clients qualify for, and we’re fully equipped to offer guidance on what would work best. Alternatively, we are more than happy to give referrals to certified monetary advisors if it’s necessary or desired by the senior’s family or guardianship team.

Senior Advocacy From People Who Really Care

Guiding Light Senior Care stands out as the preeminent provider of elderly care in Tucson, Arizona. Our comprehensive services are tailored to each person’s needs, enabling us to create custom-made solutions for all those we cater to.

We’re always here to support you and your family with our services, and when you need senior care management support, we’ll be right beside you to provide it. In order to truly advocate for the seniors in our community, we work hand in hand with families, guardians, and medical facilities so that our clients’ demands are met promptly and proficiently.

See What Our Customers Have to Say


“Wendy is the most wonderful and conscientious health provider and very, very dependable. She is very intelligent and very attentive to my needs. If I had my way, I would vote her ‘health provider of the year’. Wendy was so helpful in helping me find a facility. I couldn’t have done it without her. She is very particular and good at her job. She is also very good at making sure my medical appointments are scheduled and helping me with my prescriptions. Wendy has never failed at anything she has taken on where I am concerned.”

– Von


“Wendy calls her company ‘Guiding Light’, and she provides that through the entire complex process of finding a place for your loved one. Wendy is with you 100% of the way..finding options, touring facilities, selecting the right place, even helping with moving in, and visiting your loved one afterward to ensure everything is going well. Wendy is not there for a commission; she is invested in guiding you and your loved one to a place that will be successful for everyone. Wendy is amazing, and I wholeheartedly recommend her!”

– Ellen

We’ll Be Your Lighthouse

Much like how sailors have to navigate treacherous waters, caring for your elderly loved ones can feel like you’re fighting against the tide. That’s why it’s our mission to offer a light in the darkness to guide you to the best destination. 

Guiding Light Senior Care is here to be your lighthouse, illuminating the path for families navigating the challenging journey of finding the perfect geriatric care options. We know the emotional turbulence that can come from making these decisions–that’s why we pride ourselves on being a beacon of trust and reliability.

Our goal is to help you understand what the best options are for you or your loved one, whether that is independent living at home, with supervision, or assisted living in a facility. After our initial assessment, we follow up with regular visits to ensure our clients receive the most important necessities, including proper medical supervision, physical comforts and activities, proper nutrition and diet. Your loved one’s comfort, health, and overall well being is at the forefront of Guiding Light’s mission. 

Close up image of an older woman and younger woman holding hands
Wendy and family

Wendy’s Story

“I want to be the Guiding Light that helps navigate whatever storm has come your way.”

Guiding Light Senior Care was created through the vision of Wendy Lourenco. During her many years of caregiving and working in the medical field, the one thing that stood out the most to her was that there are not enough true caregivers in the world. She truly has a passion for working with aging adults and their care and wellbeing bring her great joy.

We know more than anyone that navigating the healthcare system can be difficult. We’re here to help with that process, whatever that may look like, with a team of experienced, loving staff that is here to support you wherever you are on you or your loved one’s health journey.

Need Senior Care Advocacy in Tucson, Arizona?