Samuel R Baker CPA, CFP®
Certified Public Accountant & Certified Financial Planner
1-847-478-9901
Serving Buffalo Grove & Northern Illinois for over 35 years
318 Half Day Rd #288, Buffalo Grove IL 60089
srb@cpa-network.com
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't , you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents' or grandparents' best interest. Your loved one get assistance with their daily finances and business duties and you are kept informed of every step we make. You always know that your family member's needs are being met. Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...Reviewing and paying household bills, budgeting, and record-keeping assistance with check writing and checkbook balancing making sure money is received, receipted and deposited, handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses, planning retirement account distributions and safeguard against improper disbursements.
We organize and review personal financial, and legal documents to determine what needs to be addressed together with an attorney, preparing an inventory of personal assets and investments, identifying and planning their retirement income, needs and goals, determining current and long-term cash flow needs by analyzing income and expenses, addressing questions about lifestyle, social security, pensions, medicare and long-term care insurance, preparing, planning and filing income, trust, gift and estate tax returns. Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom.
Contact us today for more information. Phone 847-478-9901Copyright © 2023 Samuel R Baker Ltd, CPA.