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 also can 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.