professional services
Aging creates challenges. We pay bills, process mail, review & counsel EOBs, liaison with client attorneys, accountants, brokers & physicians. We track tax expenses & prepare year-end packages.
mission statement
Professional senior advocates committed to trust, integrity, loyalty, compassion and empathy.
staying in touch
We make weekly visits to our client's home. We walk at your pace; you are in charge. We are always just a phone call away; always nearby. We encourage family members to connect with us by phone and email.
dementia
Dementia can bring dramatic change, and sometimes requires a different type of lifestyle. We help clients and their families face new challenges. We maintain visitation and monitor caretakers.
striving to make a difference
Daily Money Management Services for Seniors.
Margie
Malcolm
Irene
Guy
Vera
Harriet
Kay
testimonials:
I would like to thank Cindy for reviewing our parents financial statements and returns. The insight she offers is very helpful and we feel better prepared for the future."
JR, Palm City, FL(son)
DCAN, you are all amazing! You provide warmth, kindness, peace of mind and a wealth of knowledge to seniors.
CW, Jacksonville, FL(client)
My children live far away and Cindy does for me what they would do. My 90th birthday is coming up: she will make it a happy one.
HY(client)
My mother is on the downhill slide of Alzheimer's disease. Through Cindy's services, I have found out that there are elder care professionals... more ...to care for my mother in many ways. There is no family living near my mother. Our family greatly appreciates Cindy and her team...and their compassion for her. Cindy is there 24 hours a day with an answer to any approach when we need to solve a problem. She has helped us walk through the cobwebs of Alzheimer's.
JM, Royal, VA (only child)
LessThank you, Cindy, your team's help was very appreciated by us kids and our parents when they had their minds.
MR, III, CT
It goes without saying that you and your team did a hero’s job with Mom and Dad. You made our job of coping with the stress of their mental and physical deterioration. . . more ... taking care of the plethora of on-going issues, much more manageable. We are grateful for that! May you continue to provide solid, professional care for an ever-growing list of clients; continued success!
JR, FL
LessCindy's passion to serve her senior clients is second to none. Over the years, I have seen first hand, how Cindy leaves nothing to chance regarding her . . . more . . .attention to detail in preserving the dignity a nd safety of her clients. From making sure all the bills and financial paperwork is completed properly on a timely basis to monitoring the interactions of home care providers as, Cindy exceeds the expectations of her clients and provides peace of mind to all parties concerned.
Al Bagocius
Director of Sales
Our Seniors Guide
Jacksonville Beach, FL
Less
Cindy is a lifesaver for me and my siblings. She manages all my father's financial transactions and has been our "go to" person through. . . more . . .a series of crises that had she not been there, I don't know what we would have done. Many times she has gone above and beyond the call of duty and wouldn't accept anything additional from us. I think of her as another member of our family and completely trust her with my precious parent. Cindy is smart, caring professional and I completely trust her.