I am here to help.
From my own personal experience, I understand the situation facing many families, and the daily intricacies of caring for an elderly parent. If you answer yes to any of these questions, please call me at (310) 376-4960 to discuss your situation or arrange for a visit to discuss your situation. You can also use the form on the contact page if you prefer.
Are you geographically separated from your parents or other loved one?
Are you finding that your parent is calling more frequently with questions about paperwork?
Are you already helping your parent with bill paying and paperwork and finding yourself confused and overwhelmed?
Is your parent misplacing paperwork and bills?
Are you concerned that someone may financially abuse your loved one?
Is tax time stressful due to lack of organization and expense tracking?
Are there uncomfortable dynamics between yourself and other family members regarding your loved one’s finances?
Would you rather spend time with your loved one doing something enjoyable rather than something task related?
Do you find yourself bickering with your loved one over tasks to be completed?
Do you find the medical paperwork confusing?
Bridge Senior Financial Services offers customized solutions for you and your family to create a financial environment that creates peace of mind for everyone involved. Working with other trusted advisors such as estate attorneys, tax accountants, care givers and financial planners is our specialty. Our services include: Bill Paying, Banking, Insurance Paperwork Review, Account Reconciliations, Budgeting and Forecasting and Reporting. Read more about our services, success stories from clients or call (310) 376-4960 to discuss your situation today.
"Cindy has made life a lot easier for me. She keeps track of up-coming bills and payments scheduled far in advance...Cindy comes to my home about once a month and we look over them together."
"My family law and bankruptcy attorneys were so impressed after our conference calls with Cindy that they praised her knowledge and understanding and asked for her contact information."