Services we provide:

  • Act as liaison between clients, families, and community resources
  • Review mail
  • General organizational and filing assistance
  • Pay bills
  • Budgeting
  • Plan for Savings
  • Monitor medical bills and submit insurance claims
  • Identify and resolve billing errors
  • Banking
  • Power of Attorney as necessary
  • Create financial reports
  • Organize tax documents
  • Refer you to legal, tax and investment professionals
  • Assist families and professionals with filing applications for
    • Medicaid
    • Medicare Part B
    • Nursing homes
    • Refinancing