Financial & Insurance Advocacy

Finances and insurance are an area where aging adults may struggle. Memory and cognitive issues may cause concerns for how money is being managed. There are many scams and con artists trying to separate aging persons from their money. Insurance options are often complex and sales people may try to sell policies to your loved ones without looking out for their best interests. When you need an advocate who will protect your aging loved one from being taken advantage of and will also help them use their insurance benefits fully, you will want to reach out to us.

Our focus is on the wellbeing of the aging adult and making sure that they maintain as much independence as possible. We’ll help plan, budget, and coordinate in a way that is transparent and clear.

Please reach out today if you would like help with financial and insurance advocacy in the Monroe county area!