As your loved ones age, managing day-to-day finances can become a challenge. Tasks like balancing a checkbook and paying bills may grow increasingly difficult.

You might manage these tasks if you're nearby and have the time. However, if distance or time constraints make this difficult, consider enlisting a professional from our elder care services. Our team offers compassionate, knowledgeable assistance, ensuring your family members' best interests are always a priority.

Our services support your loved ones' daily financial and business responsibilities while keeping you fully informed of all actions taken. This ensures that your family members' needs are continuously met.

Whether your loved one needs help maintaining their independence or needs additional support to enhance their lifestyle, our services cover the following:

• Bill review and payment, budget management, and record-keeping.
• Support with check writing and balancing checkbooks.
• Ensuring all received funds are properly handled and deposited.
• Providing second opinions on household matters and unexpected issues.
• Managing daily financial activities, including home repairs, routine upkeep, and unforeseen medical costs.
• Coordinating retirement account distributions to ensure correct disbursements.
• Organizing and evaluating personal, financial, and legal documents to identify urgent matters.
• Creating an inventory of personal assets and investments.
• Planning for retirement income, understanding needs, and setting goals.
• Analyzing income and expenses to project short and long-term financial needs.
• Advising lifestyle choices, Social Security, pensions, Medicare, and long-term care insurance.
• Overseeing investments and assets in collaboration with their financial advisor.
• Handling the preparation and filing of income, trust, gift, and estate taxes.
• Recommending local services and agencies.
• Coordinating appropriate care levels, transportation, and caregiver evaluations.