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 and may affect one’s ability to live independently. 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.

As a State Licensed Fiduciary as well as a Registered Medicare Counselor, I can provide a broad range of services for seniors to assist with:

  • keeping track of important financial documents

  • ensuring bills are paid on time

  • assisting with writing or depositing checks if health problems prevent you from doing so

  • addressing medical needs with your health care providers

  • assisting with Medicare enrollment or billing issues

  • providing vigilance against financial scams