Our expert assistance provides an extraordinary number of benefits
We deliver true peace of mind to our clients and to their families.
You can rest assured that:
- Cash flow will be positive
- Bills will be paid on time
- Excess spending will be identified
- CPAs and financial planners will have a clear financial picture
- The family and person with power of attorney will spend less time and experience less aggravation over paperwork
- Filing and appealing health care, long-term care, and other insurance claims will be correctly managed
- Legal and governmental matters will be managed in timely ways
- Scams will be identified before they can cause harm
- Fraud will be avoided
- There will be a second pair of eyes to make sure a family member or friend isn’t stealing
Of course, final decisions will remain with the client or the person who has power of attorney. Our role is to make sure all parties have up-to-date information to make decisions.
Additional money-saving benefits
We often find money for people and help them save money by eliminating duplicate or unused services or finding other ways to save.
Sensitivity to the impact of their health
We know that seniors with cognitive challenges and others with mental and physical disabilities have health issues that limit their ability to do everyday paperwork, especially complex financial paperwork. We’re also sensitive to their overall monetary situation and appreciate how vital it is for them to get their paperwork done properly and kept in good order.
We also know that autonomy is important to everyone, including seniors with cognitive challenges and others with mental and physical disabilities. That is why we support clients in a way that preserves their individual dignity and ensures that their financial their paperwork is done properly and kept in good order.
The experience and expertise to deliver excellence you can depend on
We have extensive knowledge of other aspects of the health-care system, including vast experience working with Medicare and the private insurance industry.
We know how to navigate the banking system on your behalf, too.
We are skilled at reviewing the explanation of benefits in insurance policies, abbreviated as EOBs, and often work with insurance claims with regard to long-term care.
The flexibility to adapt our process to each client’s individual needs
If you or the person you’re a caregiver for are living alone, we can work as a friendly and observant visitor, functioning as a thoughtful partner who’s there to assist you. You can be present while we work or be engaged in another activity. We can also do work for you from our home offices.
Your privacy is protected
We keep your information secure and confidential and only share information you consent to be shared.
To learn more about how we can help, contact us today
Fill out our contact form
Call 240-548-7766
Speak with one of our thoughtful professional advisors. You’ll be glad you did.