Elder
Care–Financial
Care
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks—bill paying, balancing a checkbook, or responding to an emergency need such as home repairs or urgent medical expenses—become overwhelming, you can rest assured knowing that our elder care experts are here to support both you and your loved one.
We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way. Our services span the entire gap of financial needs, everything from daily management of the checkbook to preparing an inventory of personal assets and investments.
Feel free to ask us about our comprehensive offerings, including:
- personal bookkeeping; including household bill payment, budgeting and records management.
- managing income receipts, deposits and disbursements.
- offering assistance and advice for dealing with unexpected household financial issues and emergencies.
- coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
- identifying retirement needs and goals, as well as managing retirement account disbursements.
- help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
- organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
- analyzing income and expenses to determine long-term financial goals and needs.
- providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
- tax preparation, filing, gifts, and estate taxes and planning services.
- referrals and connections to local service agencies and assistance services.
Beyond these essential services, we also help monitor investment portfolios, working alongside investment advisors to maintain assets. We’ll organize and review personal, financial, and legal documents to assess what remains to be addressed. Furthermore, we provide answers to questions about Social Security, pensions, Medicare, and insurance benefits related to elder well-being, along with tax preparation, filing, gifts, and estate taxes and planning services. Additionally, we can facilitate referrals and connections to local service agencies and assistance services.
It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age; we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.
Ready to come in for an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!