ARE YOU AN ACCOUNTANT, ATTORNEY OR PROFESSIONAL WORKING WITH A SENIOR CLIENT?
Maybe you…- Have asked them for documents so you can complete a proposal, application, or their taxes, but they’re not getting this information back to you in a timely manner
- Noticed that your client is not keeping their financial affairs straight, threatening their livelihood and future
- Are experiencing missed appointments and unreturned phone calls from your senior clients
SENIOR PARTNERS CAN HELP!
When you realize that your senior clients are having difficulty keeping their files organized or making daily life decisions call us. Our “Senior Partners” can step in and meet face-to-face with your senior clients on a regular basis — at an affordable rate — to help them organize and manage the information you need for legal, tax and daily life decisions, making your job more efficient!
Senior Partners is fully-insured and bonded!
THE SERVICES WE PROVIDE INCLUDE, BUT ARE NOT LIMITED TO:
- Daily Money Management: bill-paying, mail review, budgeting, bank and credit card statement reconciliation, etc.
- Vendor Troubleshooting
- Financial Organization
- Appointment and Calendar Management
- Assistance with Medicare, Medicaid, and VA Forms
- Professional Services Coordination
- Professional Fiduciary Services
- Transition/Moving Coordination
- Computer Skills Assistance
- Referral Resource
- Protection against Fraud and Scams
Senior Partners sets the standard for client care
“Barbara Scurry redefines the role of financial assistant and money manager. We joined Barbara to
downsize and relocate a recent client. In this three-week process, we witnessed Barbara’s dedication to
detail as she methodically scrutinized the current financial situation and pulled together a team of
professionals to help enhance the life of this senior. Her compassion for the client, paired with critical
review and analysis of the financial situation, sets a new standard for her profession. Barbara stepped in
to assist in managing the financial aspect of this client’s life and gave new meaning to how all clients
should be treated.”
Holly Mitchell
Co-Owner at ChangingSpaces Move Managers
Reviews & Testimonials
I COULD NEVER DO WHAT SHE IS DOING!
“Marian is a godsend! I could never do what she is doing – it has caused me so much anxiety for many months! I appreciate all she is doing for me and the great help she is! I just wish Dan had told me about you all earlier – it would have saved me a tremendous amount of sleepless nights!”
I have worked with Barbara for several years on a case with some unique dynamics and challenges. Never has Barbara shied away from what others in her position may have. She is responsive, intelligent, and a great partner. Always putting the client first and willing to do whatever it takes, there have been times when I’ve had to ask for help with more than her “job description” might imply. She never resisted or hesitated to step into the situation and do what was needed. She is a great asset to all she works with!
Thank you Barbara for bringing order to a chaotic situation and managing to do so with grace, kindness, and compassion for my overwhelmed client. Barbara is caring and thorough, able to navigate daily money management, long term care policy claims, review of financial flow, all while developing a trusting and dignified relationship. Barbara’s communication skills and caring heart are exceptional, unique, and much appreciated.