Monday, December 2, 2024

Seniors: Who is watching out for you and your money?

Your attorney advises you about estate planning. Your CPA prepares your taxes. You work with a financial advisor to invest your assets. But who minds your money day to day? Who shops for the best deal in telephone service, ensures that you don’t get ripped off by telemarketers, double-checks your medical bills for accuracy? Is the bill-paying, record-keeping and filing getting to be too much? Are you worried that strangers or even family members will take advantage of you? At SafeKeepers, we look out for your best interests. With many years’ experience as conservators and trustees, we help you mind your money, coordinate with your professional advisors, keep your files in order and make sure that you’re getting the most out of every dollar. Our fees are significantly lower than an attorney or CPA. We are happy to coordinate with those advisors, if you have a comfortable and trusted relationship with them. Call today for details — (661) 373-1242.

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