Senior Care Financial Advocacy

Advocates for Seniors, LC are senior care financial advocates who help seniors with their financial matters.

We are senior care financial advocacy. While we are not financial advisors, we do help monitor your financial affairs by:

  • Monitoring investment accounts
  • Watching for excessive fee charges and other practices
  • Preparing income tax returns for individuals, trusts, and estates
As your senior care financial advocacy, under your durable power of attorney, we work in partnership with you to preserve your assets and make sound financial decisions regarding your lifestyle and health care. Feeling in control of your money is a key step in maintaining your independence.
We help you explore your choices and options while watching to protect you from fraud and exploitation.

Financial Matters

For those who have lost a spouse and are unsure of financial matters, we serve as a competent and trustworthy financial advocate in helping you move forward with your financial life. We act as agents to secure Social Security benefits and pay bills for clients. We prepare and file annual reports to the Social Security Administration on these matters. At Advocates for Seniors, we make sure you have access to information and services you need to make informed decisions. We help you explore your choices and options while giving you your independence and control of your money every step of the way.

Our Mission is to help seniors preserve their legal rights, assets, and dignity in aging through high-quality legal assistance, compassionate health care advocacy, and experienced financial advocacy.

Senior Care Financial Advocacy Services We Provide:

  • Partnership to preserve your assets
  • Help make sound financial decisions
  • Checkbook management and bill pay
  • Financial independence guidance
  • Income tax return preparation
  • Assistance with exploring financial choices and options
  • Partnership to preserve your assets
  • Help make sound financial decisions
  • Checkbook management and bill pay
  • Assistance exploring financial choices and options
  • Financial independence guidance
  • Income tax return preperation
  • Partnership to preserve your assets
  • Help make sound financial decisions
  • Checkbook management and
    bill pay
  • Assistance with exploring financial choices and options
  • Financial independence guidance
  • Income tax return preparation

Want to learn more about our senior care financial advocacy?