Financial and life care management services
In an era where financial stability and quality of life are paramount, seniors deserve specialized support that caters to their unique needs. Our financial and life care management services have a singular focus: to empower seniors to navigate this stage of life with confidence and peace of mind.
We are committed to providing seniors and their families with the guidance, expertise, and compassionate care required to ease stress and promote the overall well-being of our clients.
From our experienced advocates, seniors can rest assured they will receive sound advice to assist in making decisions which are informed and most appropriate for their medical and financial situation.
Services our Certified Senior Advocates provide are:
- Financial scenario planning/ forecasting for future needs
- Create and implement monthly budget.
- Create financial statements.
- Balance Checkbooks
- Bill Pay and Account Reconciliation
- Liaise between client and their professionals (CPA, attorney, financial advisor)
- Fraud Detection and Education/ monitor bills for irregularities
- Receive and review email and postal mail.
- Organize and maintain electronic and physical files.
- Collect documents for tax preparation.
- Insurance Policy Review & Recommendation
- Medicare and Veterans Affairs / Medicaid Benefits
- Aging in Place Planning / Education
- Family Liaison Services
- Household Needs Coordination
- Legal Services Coordination
- Community Placement Assistance
- Household Transition and Oversight
- Mobile Notary
I wish there were 10 stars not just 5 for our experience with Secure Aging and in particular Jana. They have been our advocates for 3 years while our aging parents were in Florida but this year Jana was instrumental in helping to “walk home” our 95 year old father who passed in February. Exceptional human, extra ordinary care giving, but the deepest of connection possible. I wish for all aging parents to have this gift.
Moira C
