Elder Care

Call Us: (231) 947-9260


As your cherished family member gets older, they may need some help with their finances, so you may want to consider hiring a professional to help.

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.  That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help, we provide help in any of the following areas...

  • Budgeting.
  • Offering second opinions regarding household issues and unexpected situations.
  • Planning retirement account distributions.
  • 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 insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.

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

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