Specialized services for the elderly and disabled

We provide services addressing the unique issues facing the elderly and disabled. 

We also provide much needed support to caregivers 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:

  • Assisting seniors concerned with their financial matters being a burden to their children
  • Caregivers who cannot cope with, or do not have time to manage a 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
  • Identifying financial abuse
  • Need for legal documents such as a will, power of attorney, health care proxy, advanced directives or guardianship
  • Estate planning needs requiring clear information of assets
  • Assistance with health insurance, Medicare, Supplementary, and Medicaid insurances
  • Organization of information for tax filing 
  • Assistance with organizing home care, home services, and many other issues that the disabled and seniors may face


We provide a valuable combination of Daily Money Management and Senior Advisory services to address the special issues facing the elderly and disabled, and providing much needed support for their families.


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

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