Senior Services

As the population ages, more people will need assistance with day-to-day financial tasks.  You or your loved one could benefit from the added security of having someone knowledgeable, dependable and concerned with their well being assisting with these tasks.   A recently widowed individual may also need assistance, especially if the deceased spouse handled the finances.

With senior services, you get the help you or your loved one needs to maintain their financial independence, at a reasonable price.

Services include

  • Assistance with making deposits, writing checks for household bills and balancing the checkbook
  • Organizing and reviewing insurance policies, wills, trusts and other documents to assess adequacy of coverage and facilitate with revisions if needed.
  • Establish and help maintain a filing system to make year end tax information gathering easier
  • Planning the timing of retirement distributions to minimize taxes and preserve investments

Call us today for a free consultation to see if these services are for you.

Bringing balance to your world.