Elder Care Planning

Finally… Worry-Free Financial Management & Elder Care Planning for Your Aging Parent or Family Member.

The financial aspects of elder care planning for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks–bill paying, balancing a checkbook, or responding to an emergency need such as home repairs or emergency medical expenses–become more than your loved one can handle, you can rest assured knowing that our elder care planning experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs and elder care planning–everything from day-to-day managing of the checkbook and general bill-paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

Personal bookkeeping; including household bill payment, budgeting and records management.

Managing income receipts, deposits and disbursements.

Offering assistance and advice for dealing with unexpected household financial issues and emergencies.

Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.

Identifying retirement needs and goals, as well as managing retirement account disbursements.

Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.

Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.

Analyzing income and expenses to determine long-term financial goals and needs.

Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.

Tax preparation, filing, gifts, and estate taxes and planning services.

Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide elder care planning services to cover the whole spectrum of elder needs.

Let Us Help:

Can an ABLE Account Help Colorado Springs Families with Qualified Disability Expenses?

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Does OBBBA Change How Social Security Is Taxed for Colorado Springs Retirees?

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Itemizing Deductions This Year? Colorado Springs Taxpayers, Read This

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What’s the Last Day to File Taxes on Extension, Colorado Springs Taxpayers?

“No plan ever failed due to good planning.” —Jury NelQuick Answers: What’s the Last Day to File Taxes on Extension?October 15, 2025, is the last day to file your 2024 federal return if you filed an extension back in April. If you still owe, penalties and interest...

Colorado Springs Tipped Workers: What Does No Tax On Tips Really Mean?

Did you happen to catch that post floating around social media last week about 1.39K stimulus checks being mailed out? The post got shared and reshared like wildfire… but here’s the thing: it wasn’t true.The IRS had to step in on their official X account and post...

1099-K Changes Could Save Paperwork (Not Taxes) for Colorado Springs Gig Workers

As the kids are saying these days: SMH.At what? The IRS.Another commissioner is out the door. Billy Long is packing his bags for Iceland (yes, really), after about two months on the job.And the service you actually get from the IRS isn’t improving either....

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!