Our Elder Care Financial Services provide the resources, strategies, and solutions to assist both the senior community, their children, and caregivers in addressing the issues of long-term care.
We can help reduce the stress and anxiety created when dealing with bills, taxes, due dates, and the monitoring of income and expenses for your elderly loved one. An associate at Doty, Beardsley, Rosengren & Company will meet with you to conduct a financial assesment and analyze your individual needs to provide customized services and additional financial counseling services when needed.
A typical program may include some or all of these invaluable services:
- Reviewing and payment of household bills, budgeting, and record keeping.
- Assistance with check writing and checkbook balancing.
- Organizing and reviewing personal, financial, and legal documents.
- Providing referrals to local services and agencies.
- Inventory and monitoring of financial assets.
