For clients who don’t require a full Power of Attorney agreement, Decades provides financial management assistance on an as-needed basis. Decades develops customized financial management solutions based on the requirements of each client.
Our team of knowledgeable licensed financial managers assist elder adults with a variety of services including:
- Paying monthly bills on time
- Reconciling bank and investment statements
- Organizing paperwork and mail
- Insurance review
- Selection of healthcare and prescription plans