Peace of Mind Financial Planning for Seniors
We have developed an engagement designed to help seniors protect and maintain their assets. The service includes daily cash management, monthly client contact, case review by an account manager, and the maintenance of a retirement budget. The purpose of the proposed service is to help senior clients meet their obligations, better live within their means and avoid financial exploitation. The service will also include ongoing estate planning reviews; fraud detection monitoring and assistance in the recovery of any funds lost due to financial exploitation.
Elder Care Financial Planning and Budgeting
The service is not a guardianship. The client stays in complete control of their assets; they simply receive professional assistance to manage and protect them. Monthly reports of all activity are provided to the client and, if so instructed, to others in possession of the client’s durable power of attorney.