Elder Care

Elder Care

My elder care services provide you with the help of a caring, honest and knowledgeable professional.  I am here to assist your cherished family member as they get older and may need some help with their day to day financial tasks.  I am completely objective as to my clients financial needs, I do not sell financial products or insurance and do not receive commissions on referrals.

Here are a few of the services I provide:

  • Reviewing and paying household bills, budgeting and record keeping.
  • Determining that income is received and deposited.
  • Handling day to day financial transactions, repairs and maintenance items and emergency medical expenses.
  • Organizing and reviewing legal documents.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning retirement income, needs and goals.
  • Determining current and long term cash flow needs by analyzing income and expenses.
  • Planning, preparing and filing taxes.

Elder care services are crucial to help your elder family members maintain their independence and financial freedom.  Contact me today for more information.


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