Comprehensive Care & Financial Solutions

At The Cassagnol Agency, we deliver a full spectrum of home care, healthcare navigation, and financial planning services designed to help individuals and families live healthier, more secure, and more independent lives. Whether you need personalized in-home support, expert Medicare and Medicaid guidance, or long-term financial planning, our experienced team is here to support you at every stage of life.

Comprehensive Care & Financial Solutions

At The Cassagnol Agency, we deliver a full spectrum of home care, healthcare navigation, and financial planning services designed to help individuals and families live healthier, more secure, and more independent lives. Whether you need personalized in-home support, expert Medicare and Medicaid guidance, or long-term financial planning, our experienced team is here to support you at every stage of life.

Our Services

Case Management & Nurse Assessments

Our professional case management services ensure seamless coordination between healthcare providers, home care teams, and insurance programs. Our licensed nurses conduct thorough assessments to determine eligibility for benefits and guide families toward the most effective care solutions.

Our Services Include:

Registered Nurse Assessments

Comprehensive evaluations to determine care needs and Medicare/Medicaid eligibility.

Ongoing Care Coordination

Managing home care services, medical needs, and insurance coverage for a smooth care experience.

Personalized Care Planning

Customized care plans designed to meet each client’s unique health and lifestyle needs.

Legacy & Wealth
Building

Financial security is essential for long-term peace of mind. Our independent brokers and financial experts provide tailored strategies that protect your future while helping you build lasting wealth.

We offer personalized solutions for:

Life insurance and protection planning

Investment and retirement strategies

Long-term care and legacy planning

Our goal is to help you safeguard your financial future while maintaining the lifestyle you deserve.

Medicare Enrollment & Benefit Assistance

Navigating Medicare can feel overwhelming — but it doesn’t have to be. Our specialists simplify the process and help you make confident, informed decisions about your healthcare coverage.

We Provide:

Medicare Plan Selection

Guidance with Traditional Medicare, Medicare Advantage, and Supplemental plans.

Prescription Drug Plan Assistance (Part D)

Helping you choose the most cost-effective and comprehensive coverage.

Personalized Care Planning

Ensuring you maximize your benefits and avoid unnecessary out-of-pocket costs.

Home Care & Senior Support Services

We believe aging in place should be safe, comfortable, and empowering. Our compassionate home care services provide the support seniors need to remain independent while enjoying peace of mind at home.

Our Home Care Services Include:

Personalized Home Care Plans

Tailored care programs focused on safety, comfort, and well-being.

Daily Living Assistance

Support with bathing, dressing, meal preparation, and light housekeeping.

Transportation Services

Help with medical appointments, errands, and shopping.

Healthcare Coordination

Working closely with hospitals, hospices, skilled nursing facilities (SNFs), and assisted living facilities (ALFs) to ensure continuity of care. Contact Us