Elder Care Planning

Finally… Worry-Free Financial Management & Elder Care Planning for Your Aging Parent or Family Member.

The financial aspects of elder care planning for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks–bill paying, balancing a checkbook, or responding to an emergency need such as home repairs or emergency medical expenses–become more than your loved one can handle, you can rest assured knowing that our elder care planning experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs and elder care planning–everything from day-to-day managing of the checkbook and general bill-paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

Personal bookkeeping; including household bill payment, budgeting and records management.

Managing income receipts, deposits and disbursements.

Offering assistance and advice for dealing with unexpected household financial issues and emergencies.

Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.

Identifying retirement needs and goals, as well as managing retirement account disbursements.

Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.

Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.

Analyzing income and expenses to determine long-term financial goals and needs.

Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.

Tax preparation, filing, gifts, and estate taxes and planning services.

Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide elder care planning services to cover the whole spectrum of elder needs.

Let Us Help:

      EXCELLENT  
   Based on 3 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   maithem alherz 
 
 
 
 Trustindex verifies that the original source of the review is Google. he is the best for everything that he done for me I had and I still have problem with the IRS and he is always there for me he did so good that I feel so good about it right now. He is the best thank you for your help
  
 
      Posted on Google  
   
   Denise Michaels 
 
 
 
 Trustindex verifies that the original source of the review is Google. I'm so grateful to have David help me with my taxes. He's calm, reassuring, and encouraging when I tend to get a bit freaked out.  He stays up to speed with the latest changes in the law and is determined to help his clients get every dollar back they deserve.   I can't imagine working with anyone else to help take the sting out of dealing with the IRS. I give David my highest recommendation. Call him today!
  
 
      Posted on Google  
   
   Boyd Tuttle 
 
 
 
 Trustindex verifies that the original source of the review is Google. David Stirling has been super responsive and has helped me work through some (for me) incredibly complex tax matters. Five stars!!

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