Live Longer Independently

Cost-effective ways of making sure your financial life is in order.

Many seniors are now living longer and choosing to live independently. For some however, the daily tasks of ensuring bills are paid, tax information is retained, finances are managed appropriately, and health care issues are addressed can become too much to handle alone. This can be particularly difficult if family members live out of town or do not have the time and resources to monitor financial transactions or assist with health care appointments.

Engaging a Fiduciary can be a cost-effective way of making sure your financial life is in order, and your health care needs are managed effectively.

Our Services

As a Licensed Fiduciary and a Registered Medicare Counselor in Sacramento CA, I can provide a broad range of services for seniors to assist with:

• Keeping track of important financial documents

• Setting up online bill-pay with your bank to ensure important monthly bills are paid on time

• Medicare enrollment or billing issues

• Protecting your credit from identity theft