Elder Care​

• Reviewing and paying household bills, budgeting, and record keeping.

• Assistance with check writing and checkbook balancing.

• Making sure money is received, receipted, and deposited.

• Planning retirement account distributions and safeguard against improper disbursements.

• Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.

• Preparing, planning and filing income, trust, gift and estate tax.

 

​Personal Financial Management

• Budgeting guidance

• Tax Planning & Preparation

• Retirement Planning

• Education Planning

• Estate Planning

 

​​As the list above is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.