Skip to content

Elder Care

For more informative videos like this one, click here.

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.  Lynn is an Accredited Retirement Advisor (ARA),  a Certified Senior Advisor (CSA) and a former Long-Term Care Ombudsman here in Florida.

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Lynn was very blessed, to grow-up knowing all of her grandparents and great-grandparents.  She knows how she would have wanted them treated and taken care of; the same way you want your loved ones cared for!

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • 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 an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio* and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax returns.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.
  • (*with the assistance of properly licensed professionals)

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial dignity. Contact us today for more information.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]
We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...

© Lynco Financial & Tax Services, Inc. 2021