Specialized services for the elderly and their families

We provide services addressing the unique issues facing the elderly. 

We also provide much needed support to adult children who are overwhelmed with the added responsibility of managing issues for a relative.


Here are some of the areas where we can be of assistance:


  • Seniors concerned with financial matters being a burden to their children
  • Adults who cannot cope with, or do not have time to manage an elderly relative's financial affairs
  • Seniors confused about their financial affairs
  • Seniors unfamiliar with computers and having difficulty using the phone
  • Unpaid bills accruing late fees
  • Loss of a spouse causing anxiety as to how to manage matters going forward
  • Fears of elder financial abuse
  • Need for legal documents such as a will, power of attorney, health care proxy, advanced directives
  • Estate planning needs requiring clear information of assets
  • Medicare, Supplementary, and Medicaid insurance process is overwhelming and confusing
  • Information for tax filing is in disarray
  • Assistance with organizing home care, home services, and many other issues that seniors face


We provide a valuable combination of Daily Money Management and Senior Advisory services to address the special concerns and issues facing the elderly and their families.


For additional information and to schedule a consultation contact us today.