Welcome to MoneyWise with Marybeth
Licensed Fiduciary | Registered Medicare Counselor
MoneyWise with Marybeth offers professional fiduciary services as part of an overall commitment to providing valuable services to clients and their families in the greater Sacramento area. I serve a range of clients that include seniors who wish to live independently but need assistance with managing finances or health care advocacy, to families setting up a Trust and looking for a professional to administer the Trust directives.
“Think of a Fiduciary as a trusted family member who specializes in managing your finances and health care needs to protect your interests and assets.”
My services are personally tailored and include serving as Trustee, Power of Attorney, Representative Payee, or Health Care Proxy. I also work with clients in their home to assist with paying bills, organizing taxes, monitoring credit for fraudulent activity, and acting as their health care advocate when seeking medical attention.
Whether you are a senior or adult responsible for caring for an elderly parent, or seeking a Trust Administrator, MoneyWise with Marybeth can be your trusted partner representing your best interests ethically and professionally.
Fiduciary Services offered in Sacramento, CA
We specialize in Trust Management and representation as attorney-in-fact.
Fiduciary Services for Seniors
We work with seniors and their families to support independent living.
Money Management Services
We can assist with budgeting and helping you achieve financial security.