3322 N Daniels Ct, Arlington Heights, IL, 60004
+1 (414) 213-5007

Elder Care

  • 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
  • Providing referrals to local services and agencies
  • Preparing, planning and filing income, trust, gift and estate tax
  • Arranging proper level of care, transportation, and caregiver assessment
Contact Us

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