Financial Advocacy

Our professional Geriatric Care Managers  empower seniors to make informed financial decisions and provide them with resources, connections, and peace of mind to ensure their financial security in their later years.

Financial Advocacy

Our professional Geriatric Care Managers  empower seniors to make informed financial decisions and provide them with resources, connections, and peace of mind to ensure their financial security in their later years.

We understand the unique financial concerns that seniors face, and our goal is to connect them with the resources and support they need to thrive. Whether it’s assistance with healthcare costs, housing, or day-to-day expenses, we’re here to empower seniors to enjoy their golden years with confidence and peace of mind.

Scam Prevention

Seniors can be especially vulnerable to  fraud due to their lack of familiarity with modern technology. Providing education on common scams, such as phishing emails, fraudulent phone calls, and door-to-door schemes, empowers seniors to recognize and avoid potential threats. By arming seniors with knowledge and resources, we can help them stay vigilant and resilient against scams, ensuring they can enjoy their golden years with confidence and security.

Bill Pay & Budgeting

Many seniors have fixed incomes and may encounter challenges in keeping track of various expenses. By offering guidance on organizing bills, creating budgets, and prioritizing essential payments, we empower them to make informed financial decisions. This includes identifying potential cost-saving opportunities, such as discounts or assistance programs. Additionally, providing tips on how to monitor accounts online and setting up automatic payments can streamline the process and reduce the risk of late fees.

Financial Planning Referral

Financial planning for seniors is a crucial aspect of ensuring a secure and comfortable retirement. It involves assessing income sources, including pensions, Social Security, and investments, and creating a budget that covers essential expenses like housing, healthcare, and daily living costs. Additionally, it’s important to plan for unexpected expenses and potential long-term care needs. Our team can assist in finding a reputable financial planners, estate planners and elder care attorneys, along with providing guidance on the more simple aspects of financial planning for seniors.

We understand the unique financial concerns that seniors face, and our goal is to connect them with the resources and support they need to thrive. Whether it’s assistance with healthcare costs, housing, or day-to-day expenses, we’re here to empower seniors to enjoy their golden years with confidence and peace of mind.

Scam Prevention

Seniors can be especially vulnerable to  fraud due to their lack of familiarity with modern technology. Providing education on common scams, such as phishing emails, fraudulent phone calls, and door-to-door schemes, empowers seniors to recognize and avoid potential threats. By arming seniors with knowledge and resources, we can help them stay vigilant and resilient against scams, ensuring they can enjoy their golden years with confidence and security.

Bill Pay & Budgeting

Many seniors have fixed incomes and may encounter challenges in keeping track of various expenses. By offering guidance on organizing bills, creating budgets, and prioritizing essential payments, we empower them to make informed financial decisions. This includes identifying potential cost-saving opportunities, such as discounts or assistance programs. Additionally, providing tips on how to monitor accounts online and setting up automatic payments can streamline the process and reduce the risk of late fees.

Financial Planning Referral

Financial planning for seniors is a crucial aspect of ensuring a secure and comfortable retirement. It involves assessing income sources, including pensions, Social Security, and investments, and creating a budget that covers essential expenses like housing, healthcare, and daily living costs. Additionally, it’s important to plan for unexpected expenses and potential long-term care needs. Our team can assist in finding a reputable financial planners, estate planners and elder care attorneys, along with providing guidance on the more simple aspects of financial planning for seniors.

Triangle Areas We Serve

       Raleigh                 Wake Forest

Durham                  Zebulon

Clayton                   Garner

                             Cary                        Apex

                             Youngsville            Chapel Hill

                                  & Surrounding Areas

 

Coastal Areas We Serve

Leland

Castle Hayne

Wilmington

Wrightsville Beach

New Hanover County

Office Location:

10520 Ligon Mill Rd. Ste 100-B
Wake Forest, NC 27587

 

Office Phone: 919.554.0675

Email: info@preferredlivingsolutions.com

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