Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Elder Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close by. But if you don't, you may want to consider hiring a professional to help.

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for the best interests of your parents, grandparents, or other relative.

Your loved ones will get assistance with their daily finances and business duties and you are kept informed of every step we take. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.

  • Assistance with check writing and checkbook balancing.

  • Making sure money is received, receipted, and deposited.

  • Planning retirement account distributions and safeguarding against improper disbursements.

  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.

  • Preparing an inventory of personal assets and investments.

  • Identifying and planning their retirement income, needs, and goals.

  • Determining current and long-term cash flow needs by analyzing income and expenses.

  • Preparing, planning and filing income, trust, gift and estate taxes.

  •  

Caring for our seniors is crucial; please contact us to find out what services we can offer your loved one.

Name *
E-Mail *
Phone Number
Best time to call
Comments
CAPTCHA Image

[ Show a different Image ]

What Others Say

"You guys rock! The service was excellent. Thank you for making it painless, pleasant and most of all hassle free!"

"I have gotten at least 50 times the value from Francis & Company, PLLC. Thanks for the great service. It's exactly what I've been looking for."

"Thanks guys, keep up the good work! No matter where you go, Francis & Company, PLLC is the best, most professional Accounting firm around! I'd be lost without them."