Phone: (707)822-4835

Elder Care

As our clients get older, they may need some help with their day-to-day financial tasks.  Sometimes, simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly or incapacitated.

Our professional staff can assist with their daily finances.  In this way, their family can be assured that their loved one's needs are being met.  

Personal Financial Services may include the following:

  • Review and pay household bills, budgeting, and record keeping.

  • Assistance with check writing and checkbook balancing.

  • Documenting cash received and deposited.

  • Planning retirement account distributions.

  • Preparing Payroll for household or healthcare providers.

  • Preparing an inventory of personal assets and investments.

  • Determining current and long-term cash flow needs by analyzing income and expenses.

  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.

  • Preparing, planning and filing income, trust, gift and estate tax returns.

 

Planning for the future is important and elder care services are crucial to help clients maintain their independence and financial freedom.  Contact us today for more information.


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