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

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.

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. The standalone Monthly Account Report ($100/month) is a detailed review of checking and savings accounts and recent transactions, 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 secure, reliable virtual support from anywhere, plus in-person support for local businesses and families across Southeast Wisconsin when onsite help is needed.

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.