Seniors

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We Help Seniors Manage Their Daily Life and Money Matters

Do you:

  • Need support with daily life and money matters?
  • Have family that lives too far away to help?
  • Feel overwhelmed and frustrated because you recently lost a spouse who took care of the daily life and money matters?
  • Fear losing your independence?
  • Worry about becoming a victim of fraud, identity theft, or scams?

We Can Help You!

We understand that the constant flow of mail, appointments and bills can be overwhelming. Senior Partners is qualified to help you organize and prioritize your daily life and money matters on a regular basis — so that nothing is missed or misunderstood.

When you schedule a free, no-obligation 15-minute phone consultation, you’ll be on your way to…

… Having a tremendous burden lifted off your shoulders
… Less worrying and feelings of being overwhelmed
… Continued independent living
… Protection against fraud and scams
… Having someone you can trust to help you with whatever you need

Our Services Include:

  • 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
  • Mobile Notary
  • Professional Services Coordination
  • Professional Fiduciary Services
  • Transition/Moving Coordination
  • Computer Skills Assistance
  • Referral Resource
  • Protection against Fraud and Scams

 

Help after my husband passed away

“After my husband passed away, I was at a loss about establishing new accounts, dealing with identity theft, and working with the government to seek the many forms which had to be filled out … (Barbara) knew the lingo, processes, and urgent papers which needed to be taken care of and worked with the many departments there almost daily. Barbara also worked closely with my attorneys, investment advisors, and CPA in several meetings … She’s always been there with wise advice from her extensive experience … Barbara is wonderful and always patient and pleasant. I would wholeheartedly recommend this very sharp and qualified woman.”

W. H. R.Current Senior Partners client