Most of us are dealing with aging parents or grandparents. As they get older, many need help with day-to-day financial tasks such as balancing a checkbook or paying household bills.
We provide assistance while keeping you informed every step of the way. Our services include:
Reviewing and paying household bills, budgeting and recordkeeping
Assistance with check writing and checkbook balancing
Making sure money is received, receipted and deposited
Offering second opinions on household issues and unexpected situations
Handling day-to-day financial transactions for home repairs, routine maintenance, and emergency medical expenses
Planning retirement account distributions and safeguard against improper disbursements
Planning, preparing and filing of income, trust, gift and estate tax.
© 2009
Site Design by Graphtek