IKOR Advocates are independent professionals looking out for the needs of our clients. We go beyond traditional case management by advocating for our clients in every aspect of their life. Our Life Management Assessment provides the foundation for everything we do. Through this assessment, we gain a holistic view of our client’s life and create a Life Management Advocacy Plan tailored to their needs and preferences. In the Life Management Advocacy Plan, you will find expert, unbiased advice that puts the needs of the client first and foremost. Our goal is to achieve an optimal level of wellness and improve coordination of care while providing cost effective, non-duplicative service. From medical advocacy to residential needs assessments to on-site safety assurance evaluations and routine bill pay, IKOR Advocates are the professionals you can rely on.

We understand tending to the needs of seniors and those with disabilities can be overwhelming. Contact us today to learn how IKOR’s unique approach to life management can help you.

Contact Our Office


1615 Northern Blvd. Suite 103
Manhasset, NY 11030

Phone: (516) 472-0138
Fax: (516) 268-0320

Schedule a Consultation

Services Our Office Offers

We are independent advocates focused intently on meeting the needs of our clients. We are different from others that serve the needs of seniors and the disabled. We are advocates first, providing guidance, planning, oversight and the implementation of plans designed to focus on our client’s critical life challenges.

Life Management

  • Living Arrangements
  • Routine Bill Pay
  • Coordination & Oversight of Life Services
  • Ensuring Independence
  • Predatory Issues
  • Personal Rights Protection
  • Ensuring Safety & Independence

Medical Advocacy

  • Medical Oversight
  • Professionals in Crisis
  • Chronic Illness
  • Power of Attorney
  • Agent for Power of Attorney
  • Guardian of Person
  • Agent of Guardian
  • PRI's for Nursing Home Admittance 

Financial Advocacy

  • Light Forensic Accounting
  • Routine Bill Pay
  • Power of Attorney
  • Agent for Power of Attorney
  • Guardian of Estate
  • Agent for Guardian of Estate

Disability Advocacy

  • Mental Health
  • Physical Disabilities
  • Intellectual Disabled Individuals
  • Assisting Those in Need

IKOR of North Shore Long Island Advocates

When you are unsure where to turn to get help with life’s challenges, let an IKOR Advocate help. Through our Life Management Advocacy Plans, IKOR Advocates are able to gain a complete view of our client’s life and make objective recommendations to help them maintain or improve their quality of life.

Our client-centered approach goes beyond case management to offer integrated life and care coordination services. Our trained professionals can help manage the medical, financial and personal aspects of life. At IKOR, we simplify the complex parts of life so enabling our clients to focus on life’s more important moments.

Dan Goldberg, Managing Director

Dan Goldberg has more than 30 years of experience in the financial markets, research analyst, portfolio manager and more, and founded his own firm, Velo Capital Management LLC, which he operated for six years. Immediately prior to opening his IKOR office, he was a private investor at Mayapplehill Capital. He also is a Certified Senior Advisor (CSA) and a board member of the Jewish Opportunities Institute. He was attracted to IKOR, he says, after witnessing the challenges his parents, wife and others had dealing with the healthcare system, and says he inherited the gene for wanting to help others from his mother, a retired social worker.

 

Registered Nurse Advocates

Our Registered Nurse Advocates are highly experienced professionals with supervisory or management experience in the nursing field. RN Advocates have received specialized training from IKOR and have a special understanding of medical advocacy. They help our clients, and their families, navigate the complex, and often fragmented care systems. We understand tending to the needs of seniors and the disabled can be a daunting challenge. Our RN Advocates work with our clients to determine their medical needs and coordinate the delivery of care services to ensure our client’s needs are being met and personal preferences are being fulfilled.

Personal Needs Coordinators

Our Personal Needs Coordinators (PNCs) are experienced financial professionals who provide guidance, planning, oversight and the implementation of plans designed to focus on our client’s important life challenges. Personal Needs Coordinators can act as an independent, objective party to help make financial decisions that are in the best interest of our client. From helping the client find an appraiser for antiques or jewelry to helping them liquidate assets or getting quotes and bids for home modifications and repairs, our PNCs are ready to help our clients make informed decisions.

Contact IKOR of North Shore Long Island



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Contact Us


1615 Northern Blvd. Suite 103
Manhasset, NY 11030

Phone: (516) 472-0138
Fax: (516) 268-0320

 

 

 

 

Wheel Graphic Displaying the IKOR Approach to Helping Clients