Elder Care Financial Planning and Elder Care Services from Santini and Company
When a family member or friend gets older, they will need help with their daily financial tasks. Ordinarily simple tasks such as making deposits and paying household bills become increasingly difficult.
You might be able to take care of their daily financial tasks - if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.
Santini and Company’s Elder Care Services can provide the help you need. You’ll be in the good hands of our caring, honest and knowledgeable professionals. You’ll rest assured knowing you have someone on your team looking out for your parents’ or grandparents’ best interest.
We provide assistance with daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.
Whether they are no longer independent or simply need a little extra help to enjoy their lives, you get help in any of the following areas...
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Reviewing and paying household bills, budgeting, and record keeping.
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Assistance with check writing and checkbook balancing.
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Making sure money is received, receipted, and deposited.
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Offering second opinions regarding household issues and unexpected situations.
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Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
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Planning retirement account distributions and safeguarding against improper disbursements.
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Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
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Preparing an inventory of personal assets and investments
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Identifying and planning retirement income, needs, and goals
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Determining current and long-term cash flow needs by analyzing income and expenses
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Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance
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Monitoring investment portfolio and other assets in conjunction with their investment advisor
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Preparing, planning and filing income, trust, gift and estate tax
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Providing referrals to local services and agencies
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Arranging proper level of care, transportation, and caregiver assessment.
Planning for the future is important, and Elder Care Services are crucial to help your elderly family members maintain their independence and financial freedom. Trust Santini and Company to provide the help you need.
