Financial Maintenance
We manage our clients’ routine financial obligations and monitor their budgets to ensure their finances are kept in good order.
Manage expenses and pay bills
Prepare budgets and manage cash
Gather tax information and prepare returns
Manage health insurance benefits and claims
Asset Preservation
With our expertise in financial management, we work with our clients’ attorneys and investment advisors to preserve and protect their assets. When needed, we also help indentify new advisors.
Asset protection strategies
Evaluate insurance options
Coordinate investment advice
Monitor investment and trust activity
Planning Services
We work closely with our clients to identify their goals, develop plans to achieve them and monitor their progress to make sure their wishes are fulfilled.
Financial, estate and tax planning
Medical directives and advocacy planning
Planning for home care and support services
Coordinate matters with attorneys and advisors
Complete Care
For some clients, we are entrusted to look after all of their needs. We customize a plan that ensures their needs are met and maintains their independence.
Manage household expenses
Hire and coordinate personal care
Periodic visits and reports to family
Arrange for geriatric care management