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Elder Financial Care

Elder Financial Care

Don't have the skills or time for the specialized requirements of elder financial case? Don't worry!

Whether you're responsible for the care of an elderly relative or you are the elder person, investment decisions, cash management and long-term care options require research time and special financial considerations because the goals and problems of the elderly are often unique. As specialists in elder care services, we apply our reputation for independent, objective and credible service to give you a high level of assurance that the appropriate professional decisions are being made.

The benefit? Trusted financial supervision means more peace of mind for the elder and the entire family.

Assistance for in-home and long-term financial management care

  • Cash Management Services
    • Analyze cash flows
    • Prepare long-term care projections
    • Verify cash receipts deposits
    • Pay bills
  • Investment Services
    • Analyze investment reports
    • Communicate problems
  • Long-Term Care
    • Review long-term care options
    • Help all concerned understand the choices
    • Help all concerned understand the affects of a financial condition
  • Tax Preparation

Peace of mind is a valuable asset. We look forward to sharing our elder care management expertise with you. Please contact us today via email or call (404) 252-3773.