Two Stories, Two Approaches to Financial Management Help for Seniors

Perhaps you have a family member or other loved one who is losing their ability to reliably pay bills or care for him or herself. You try to broach the idea of using a company like Secure Aging, which can assist with financial management and care management—yet your loved one completely resists the idea. Secure Aging staff members have seen scenarios like this from time to time. The staff also have worked with seniors who recognize their emerging limitations when managing money and who reach out for help. 

Here are the stories of Jim and Mary Jean, two clients who had different approaches to the idea of receiving help with their financial management.

The Story of Jim

Jim was a powerful executive in the past, but he was resistant to the idea of receiving help with his bill payments and other financial management. Finally, Secure Aging staff asked him if he had an assistant during his career. 

“Yes,” he said. 

“Well, think of us as your executive assistant,” a Secure Aging staff said. 

That strategy left Jim in control and more comfortable with the idea of receiving financial management help from Secure Aging. 

The Story of Mary Jean

Mary Jean was what Secure Aging likes to call “a client in waiting.” She met with the Secure Aging staff at a time when she was still fully able to manage her life and her finances. Nearly 2 years went by, and Mary Jean called for some assistance with a tax return. At that point, she and the Secure Aging staff agreed to check in from time to time to see if any additional help was needed yet. A few months after that, Mary Jean called Secure Aging and said, “I’m ready to have you pay my bills.” By meeting with Secure Aging earlier on, the staff and Mary Jean already had an existing, positive relationship—and Mary Jean had peace of mind that she was getting trusted help for her financial management.

Call Secure Aging to Help Your Older Loved One Lead a Better Life

At Secure Aging in Bradenton, we transform the weight of the world into a sigh of relief for our senior clients and their concerned family members. We can help your older loved one not fall prey to the financial scams and help them obtain better care. The mission of Secure Aging is to protect and preserve our client’s independence and dignity through careful and thoughtful financial and care management. As our clients age, it is their desire to remain independent and age with dignity. Our services protect our clients from talented con artists looking to exploit and deplete the financial resources of our vulnerable seniors. Secure Aging helps families in Manatee County and Sarasota County and in and around the communities of Anna Maria, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Myakka City, Palmetto, Parrish, and Sarasota. Call us at 941-761-9338, or visit us online at

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