Elderly Care Services
People value independent living, and as we age, this may
become more and more of a challenge. Other seniors may just be
looking to enjoy their retirement and not have to worry about
the headaches of financial management. McLean, Koehler, Sparks &
Hammond offers customized services to manage simple or complex
financial matters – from paying bills on time to providing
estate and tax planning services. Personal services can also be
coordinated, from arranging in-home medical care to scheduling
home maintenance. You can be confident that we will seek to
understand your needs before proposing solutions. We’ll develop
a plan to help you where you need it; not where you don’t.
Consider these day-to-day responsibilities and ask yourself –
Are these tasks that I can and want to handle myself or could I
benefit from having an expert handle them for me?
- Examination and discussion of mail, invoices, income,
investment notices and other bank correspondence
- Writing of checks, recording payments and income and
completing deposit slips
- Reconciliation of banking, credit and investment accounts
- Reconciliation of Medicare and private health plans
- Organization and maintenance of files/records
- Computer transactions (provide unaudited financial statement
and other computer reports as requested)
- Coordination of income tax return preparation and planning
- Coordination of day-to-day needs (with primary care giver,
family members, attorney, etc.)
- Preparation of asset listing for estate attorney/personal
representative
- Assistance in health care arrangements with family or
attorney
- Coordination of meetings among care providers, attorneys,
advisors and/or family members
- Review Social Security and other retirement benefits and
payments
- Coordination with your legal representative
- Preparation of domestic payroll (housekeeper, gardener,
nurse, etc.)
At McLean, Koehler, Sparks & Hammond, we pride ourselves on
being accessible and responsive to clients’ needs. We are always
just a phone call away and will make regular visits
to your home so you won’t have to travel. Our
dedication to the personal attention you need and our
specialized services combined prove that we understand the
challenges faced by the elderly and we are here to help.
Call toll free 866-202-1703 or
Contact Us today.