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Elder Care

With our elder care services, you get the help of caring, honest and knowledgeable professionals. We are on your team, looking out for your parents or grandparents best interest.
Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their life, you get help in any of the following areas...

  • Planning retirement account distributions and safeguard against improper disbursements
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
  • Preparing an inventory of personal assets and investments
  • Identifying and planning their retirement income, needs, and goals
  • Determining current and long-term cash flow needs by analyzing income and expenses
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term care insurance
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor
  • Preparing, planning and filing income, trust, gift and estate tax