Senior Plus Services

Helping our senior clients relieve
the worry and stress

Coming to grips with the issues of aging is often an emotional and challenging time in a person's life. Our Senior Plus team can help relieve some of the worry and stress that come from dealing with the financial responsibilities. Our team helps seniors plan and manage their financial and business affairs. We can work directly with you to manage your own affairs more easily and efficiently or we can assist your spouse or adult children in overseeing your financial needs.

Our Senior Plus services include:

• Accounting for financial resources, including bank reconciliations and assistance in executing financial transactions
• Asset preservation and protection services
• Financial advisory services
• Coordinating the payment of bills and write checks
• Prepare payroll and payroll tax returns for household employees
• Assist with trust and estate administration
• Specialized tax preparation for older clients, including home visits
• Status reports for absentee family members

We can provide referrals to other trusted professionals for these services:

• Preparation of wills
• Assigning powers of attorney
• Creating trusts
• Performing needs assessment
• Coordinating long term care
• Evaluating home safety and functionality