Our Services
Dealing with your personal finances is never straightforward. Elderly individuals need to plan for elder care and how they plan to invest and distribute their assets. Whatever your needs might be, we’ll work with you to ensure a financial situation that will keep you happy and secure. Our team will work tirelessly to provide a superior customer experience that you can count on, whether we’re investigating credit card fraud or simply trying to create a balanced family budget.
Our services include: Daily Money Management, Fiduciary Rolls such as Financial POA, Trustee, Executor
Banking
Maintaining your banking needs can be confusing and hard to manage, especially as you get older. Our daily money managers will help you stay on track by providing a comprehensive line of banking assistance services, including:
Managing Deposits
Budgeting
Checkbook Balancing
Preparing Checks
Paying Bills
Organization & Debt Management
Stay organized and keep track of important tasks with the help of our team. Experienced and trained to help senior citizens stay on top of things, we provide a wide range of organizational services, including:
Appointment Setting & Reminders
Contact List Management
Mail Management
Organization of Affairs
Residential Repair Coordination
Organization of Tax Paperwork
Notary Services
Make sure your bills are paid on time and that you are keeping up with your debt. We understand how hard it can be to properly manage your money as you get older; things get away from you. That's why we provide debt management services for:
Credit Cards
Medical Bills
Bill Payment
Insurance
Much More
End of Life
No one wants to think about end-of-life arrangements, but it's an important part of aging. We're here to help you through every aspect of the organization and payment process, including:
Legal Matters
Liaison with Professionals
Pre-Planning Final Arrangements
Getting your Affairs In Order