All services are offered in the clients' home and with seniors' physical and cognitive challenges in mind. Services include:

• Assist with bill paying and day-to-day record keeping
• Track income to make sure that all payments are properly received by the senior 
• Trust accounting and trust income tax preparation
• Conservatorship accounting and reporting
• Tax return preparation and/or organizing records required for tax work
• Consulting on use of financial tools such as reverse mortgages, long term care insurance, life settlements.
• Guidance on choosing a prescription drug plan under Medicare Part D
• File Payroll tax forms for household help when necessary
• Outline options for long-term care, medicare/medigap, and life insurance