Senior Finance Solutions for Older Adults Needing Assistance
As people age and change, so do their lifestyles and budgets. Often Seniors or their families find they require assistance, or would like to delegate financial management to a qualified and trusted associate.
In many instances, when elders need help managing money, adult children or relatives step in. Yet often adult children live far away or have busy lives that make daily, hands-on money management difficult or impossible. This is where AccountServe can help.
Account Serve offers a daily money management program to provide personal financial assistance to older Americans who can no longer, or do not want to handle certain aspects of money management. Whether a senior needs comprehensive help or just a monthly reminder to pay bills, we can design a program to meet your specific needs and budget. Our focus is to help Seniors maintain their quality of life, their way.
Below is a list of what our daily money management program can include:
- Collecting mail
- Organizing records
- Maintain financial records
- Balance checkbooks
- Pay bills and household employees
- Make Bank deposits
- Provide periodic financial reports and information to the Client or their Responsible Parties
- Preparing budgets
AccountServe can also prepare checks for clients to sign, organize bank and financial records, prepare and deliver bank deposits, gather documents for tax returns, assist in the deciphering of medical bills, and review bank statements in order to detect potential financial abuse or fraud.
We are not an CPA or lawyer, so we cannot act in an advisory capacity or prepare tax returns, however, we can provide our clients referrals to professionals.
Call Account Serve CT at 860.358.9124 or use our form to the right to set up an appointment to see if we are the best solution to protect your needs.
Account Serve CT is fully insured and bonded.