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Serving NC

Advocacy, care management and navigation services in the Carolinas for our clients and the people who love them.
Nancy Ruffner

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Services we offer:
  • Background Research: Diagnosis, Medical Records, Treatment Options and more
  • Geriatric / Eldercare or Home Health Services
  • Guardianship / Conservatorship / Fiduciary Care
  • Health Insurance: Choices and Review
  • Hospital Bedside, or Travel / Accompaniment to Appointments
  • Integrative, Holistic, Complementary and Alternative Therapies
  • Legal Assistance including SSDI (Medical / Healthcare Related)
  • Mediation (Helping families manage health-related disagreements)
  • Medical / Navigational Assistance (Helping you work with your medical providers.)
  • Medical Bills, Claims and Denials: Review, Reduction, Negotiation
  • Mental Health and Substance Abuse Assistance
  • Prevention (Prescription Drug Review, Health/Wellness Coaching, Weight Loss, Immunity, Others)
  • Shared Decision Making (formal process of benefit to patients - read more in SERVICES)
  • using technology to foster communication among family

Nancy Ruffner is the founder and owner of NAVIGATE NC, an advocacy company helping families meet the challenges that normally come aging and with chronic conditions. Our advocacy includes care management with respect to healthcare, housing, Legal/ Financial issues and planning for change. Our expertise also includes coaching, managing long distance caregiving and arranging moves to NC.
Nancy’s passion in business and in personal life has always been to work with populations who may be marginalized, those who may not have a strong voice. Assisting her own parents to navigate the challenges that arrived with aging unveiled to her the gaping business and societal need. Nancy founded NAVIGATE NC in 2013.
A complex healthcare system, an increasing elderly population and the difficulty of long distance caregiving are producing tremendous challenges, ones that Nancy’s agency can remedy. A big part of NAVIGATE NC’s focus is with adult children who live outside the area and need a trusted set of eyes and ears locally who understand seniors’ issues and can work on their behalf. Her clients call her their ‘Professional Relative’.
Nancy speaks regionally to groups on topics regarding aging and planning. She has designed and teaches coursework within the gerontology curriculum at a local community college that ushers talented people into the senior care industry. Nancy enjoys provoking thought and guiding folks to create and implement a plan of action. Her antennae are always up with respect to advocacy for your family, education and awareness, and the chance to provide real solutions.


Our law firm refers clients to NAVIGATE NC with great confidence in the successful planning and management of care services. While we as attorneys provide legal guidance, Nancy and her team work seamlessly with our firm to improve the care of the client. NAVIGATE NC provides care planning and oversight of implementation. They handle a range of situations, from the simple to more complex. They keep us updated as the case develops so that we can step in with our services as the need arises. They support the same monitoring for all medical and financial professionals who are involved with the client. It is reassuring to know they will continue to provide the advocacy and overall care management that our clients and families need, along with counseling and referral to vetted resources. This teamwork is an important service to our clients.
-- Attorney Dee Wallis, Wallis Law Firm , Raleigh, NC



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