• Elder Care--Financial Care


  • Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

    Managing Finances While Caring for Your Aging Parents or other Family Member

    It can be difficult enough emotionally to provide care for aging family members without having to figure out all the finances. Just the personal bookkeeping alone can be overwhelming and things like paying bills or balancing the checkbook can simply be too much to handle. Our financial experts are very familiar with the various aspects of elder care and can assist you in handling the day to day finances. We are concerned about our clients and become a member of their team. We are available to assist in day-to-day money management or in those times when an emergency arises.

    What We Can Do For You

    Our financial experts can help you manage the finances while you take care of your aging parents or loved ones. We can help with daily tasks such as balancing the checkbook, paying regularly scheduled bills or helping sort through an inventory of personal assets and liabilities. We have a wide variety of services through which we can help you including:

    • All aspects of personal bookkeeping
    • Managing receipts, deposits, money transitions or disbursements
    • Helping you deal with unexpected expenses or financial emergencies
    • We can help you schedule routine maintenance or repairs
    • Helping you sort through your own retirement needs
    • Helping you maintain assets by monitoring investment portfolios and working with investment professionals
    • Helping you organize all your personal financial records
    • Analyzing both income and expenditures to determine how to meet long-term financial goals
    • We help sort through the maze of social security, insurance, Medicare and other aspects of elder care
    • Helping you with tax preparation, tax filing, and handling estate taxes
    • Helping you locate agencies who can be of assistance

     

    Our team of financial experts can help you manage the financial aspect of caring for your elderly loved ones whether they are living with you or independently. We offer help for every aspect of financial services which must be met when caring for the elderly. Our team has the expertise and experience to help you work through the details successfully. Give us a call at (508) 753-3532; or send us an email and we will get back to you as soon as possible.

     

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