Senior Financial Support

Independence for Seniors. Peace of Mind for Families.

Compassionate, reliable assistance with everyday banking, bill paying and financial organization so you or your loved one can feel confident, safe and in control.

Senior Financial Support

Helping Seniors Keep Their Independence and Financial Peace of Mind.

Compassionate, reliable assistance with everyday banking, bill paying and financial organization so you or your loved one can feel confident, safe and in control.

Stay informed. Stay protected. Stay in control.

Why Families Choose Us

Helping seniors today for a brighter tomorrow

Senior Packages

Simple, Caring Support. Clear Pricing.

Choose a monthly home visit with a full account review, or a standalone written report. Every package begins with a free consultation.

Peace of Mind

Basic Package

For seniors and their families

Monthly

$200 /month

Essential support and peace of mind.

One monthly home meeting (approximately 1 hour)
Review of checking and savings accounts
Review of recent transactions for unusual or suspicious activity
A simple written report of findings for you and/or your family
Answers and education on current scams and safe banking practices
Recommendations for better organization and security
Each additional checking/savings account or credit card statement reviewed will incur an additional fee of $50 per statement.

Standalone Service

Monthly Account Report

Monthly

$100 /month

A detailed review of checking and savings accounts with a written report for you and/or your family — so family members know you are not being taken advantage of.

Review of checking and savings accounts
Review of recent transactions for unusual or suspicious activity
A detailed written report of findings and recommendations
Each additional checking/savings account or credit card statement reviewed will incur an additional fee of $50 per statement.

Questions about what's right for your family? Request a free consultation or call (262) 714-2739.

FAQ

Questions, Answered.

Don't see your question here? We're happy to talk it through during a free consultation.

What does Senior Financial Support include?

The Basic Package ($200/month) includes a monthly home meeting of about an hour, a review of checking and savings accounts and recent transactions for unusual or suspicious activity, a simple written report for you and/or your family, education on current scams and safe banking, and recommendations for better organization and security. A standalone Monthly Account Report is available for $100/month.

Is there an option without a monthly home visit?

Yes. You can opt out of the monthly home visit if preferred. The Standalone Monthly Account Report ($100/month) provides a detailed review of checking and savings accounts and recent transactions, along with a written report of findings and recommendations.

Can family members receive the reports?

Yes. Written reports can go to you and/or your family, so loved ones can see that everything looks right and that no one is being taken advantage of.

Do you offer in-person support?

Yes. We offer free in-person support within the South Wisconsin area, along with reliable virtual support for clients anywhere. For clients outside our service area, in-person support is available for an additional fee.

Free Consultation

Get Expert Support Without the Cost of a Part-Time Employee.

Save time, increase productivity and get back to what you do best — growing your business.