Saturday, February 23, 2019

Corporate Line: (909) 621-3023
Fax Line: (909) 621-4272



HomeServicesOur "Elder Care"

Our "Elder Care"

Do you or a loved one need assistance performing some or all of your day-to-day financial activities? Are ordinary, simple tasks such as balancing a checkbook or paying household bills becoming increasingly difficult or too much for you or your loved one to handle?  

elder8Planning for the future is important, and our elder financial services may be helpful to you, or your loved one, as a way to maintain independence and financial autonomy. Whether you, or your loved one, are no longer entirely independent, or simply need assistance managing financial activities, we can provide the care you need in the following ways:

  • Review and pay household bills
  • Ensure that all income received is receipted and deposited
  • Perform monthly bank reconciliations to ensure accuracy of account balances
  • Help arrange proper level of care and transportation
  • Determine current and long-term cash flow needs by analyzing income and expenses
  • Provide consultation on accounting and tax matters as may be required
  • Monitor investment portfolio and other assets in conjunction with investment advisor
  • Plan retirement account distributions
  • Prepare, plan, and file federal and state income, trust, gift, and estate tax returns
  • Maintain copies of all activities and transactions performed on client’s behalf 




Should you be interested in obtaining elder financial services for you or a loved one, please give us a call so we can schedule an appointment to discuss your particular financial needs.

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