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 loved one's best interest.
Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.
Our Elder Care Service Includes:
Reviewing and paying household bills, budgeting and record keeping,
Assistance with check writing and checkbook balancing,
Making sure money is received, receipted and deposited,
Offering second opinions regarding household issues and unexpected situations,
Handling day-to-day financial transactions,
Planning retirement account distributions and safeguard against improper disbursements,
Organizing and reviewing personal, financial and legal documents,
Preparing an inventory of personal assets and investments,
Identifying and planning their retirement income, needs and goals,
Determining current and long-term cash flow needs by analyzing income and expenses,
Addressing questions about lifestyle, Social Security, pensions, Medicare and long-term insurance,
Monitoring investment portfolio and other assets in conjunction 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.
Book a meeting with us today because planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom.