We are here to help you…

Maintain Your Security and Privacy

Many people desire to live as independently as possible for as long as possible and this includes maintaining privacy over financial matters.

As we age and require additional help—such as in-person caregiving, driving, cleaning and meal preparation—a new environment emerges where multiple people are in and out of the home.  Securing all personal information is critical at this time.  We help clients to remove sensitive information from the home while providing additional security. 

Bridge Senior Financial Services, through account review and reconciliation, provides an extra set of professional eyes so any unusual activity can be questioned immediately. With our help, seniors can continue to function independently, but enjoy the security of knowing that a professional is reviewing their balances and accounts regularly.

Avoid Family Conflicts

In today’s world, families are complicated. There are blended families, second marriages, prenuptial agreements and divorce agreements. There are sibling rivalries, mental health diagnoses and substance abuse. There are those who have gained financial independence and those who have not.

All of these factors can create an unpleasant, stressful and confusing environment when caring for the changing capacities of aging or otherwise incapacitated parents or loved ones. Bridge Senior Financial Services can step in and help eliminate unhealthy dynamics by offering an independent professional approach to handling the family finances.

A licensed professional can navigate the finances while avoiding suspicion, finger-pointing and potential abuse situations before they begin.

It is an unfortunate reality that seniors are often the target of financial abuse through the mail, on the phone, through the internet, in person and through TV advertising. Unfortunately, financial abuse can also occur through trusted caregivers, friendly neighbors and, sadly, family members.

TV, mail and phone purchases often include expensive and hidden monthly subscriptions that are difficult for a senior to cancel due to the complex navigation required.

Bridge Senior Financial Services is also available to meet with trade personnel including plumbers and electricians to ensure that work being done is appropriate both in scope and price before any commitments are made—and that any payments are made only ONCE.

Bridge Senior Financial Services provides a personal accountant and creates a filter for many types of abuse. Once the abuser realizes there is a competent professional representing the senior, they will quickly move on from their “easy target.”

I recommend that all clients simply respond to any inquiry or sales pitch with the following statement: “I have a personal accountant who is a CPA and professional fiduciary and I handle all of my financial transactions through her. Would you like her number?”

Fix Emergency Tax and Trust Situations

Often a Trust is created and then put on a shelf to gather dust. The documents are not updated, and necessary information is difficult to find. This contributes to a stressful application of the trust instructions.

When it is time for the trust to be executed, the designated trustee is often overwhelmed with necessary tasks at a time when they are grief-stricken and facing lifestyle changes.

The execution of a trust can also be complicated in blended family situations or when the documents have not been updated.

Accurate separation and organization of personal and trust financial records ensure a confident and sound execution without added stress during a difficult time. At Bridge Senior Financial Services, we have an annual review process that ensures client documents, records and information keep pace with the changes occurring in daily life.

Bridge Senior Financial Services can step in and help manage trustee responsibilities by guiding clients through the requirements step by step.