As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily
simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.
You get help in any of the following areas...
- Attending to household bills and record keeping.
- Planning retirement account distributions and safeguard against improper disbursements.
- Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
- Determining cash flow needs and available sources, such as Social Security, pensions, Medicare and long-term insurance.
- Monitoring investment portfolio with their investment advisor.
- Preparing, planning and filing income, trust, gift and estate tax.
- Providing referrals to local services and agencies.
- Arranging proper level of care, transportation, and caregiver assessment.
We will work to give you the best value for every dollar, to provide the assistance that your family member needs.
