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.