Elder Financial Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinary simple tasks such as balancing a checkbook and paying household bills can 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, knowledgeable, and insured professional firm. You get someone on your team, looking out for your loved one's best interest.  We can work with you to craft an affordable solution to get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed (we are not Attorneys and do not give legal advice)
  • Preparing an inventory of personal assets and investments.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • We also have a partner firm who can provide the following additional services;
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

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