Senior Financial Management- Home Finance Care

Visit their website here!

Senior Financial Management, provided by Home Finance Care offers services for seniors. Whether you don't know how to handle finances, have elderly parents who need assistance, are retired, or don't have the time to manage your finances, our services are for you! We can help you maintain control of your finances without feeling like you are drowning in paperwork.

About Jennifer, The Woman Behind Senior Financial Management in Ironia

My father always handled our family’s finances. Bill paying, balancing the checkbook, even filing his income taxes by hand - until he suddenly suffered a brain injury. My mother and I were "lucky", he’d always taken the time to explain those things to us so we had a head start.

But even with some knowledge of how things worked, I quickly had to learn to navigate the maze of calling banks and finding someone authorized to handle our requests, getting my mother's signature notarized on just about every piece of paper, contacting the IRS about how to file and sign a joint return with only one spouse capable of signing... at the same time tracking down account numbers and certificates so that we could transition everything into my mother's name.

When he passed away, followed shortly after by my mother, the process was even more overwhelming. I had to decipher scribbled notes, request date of death statements for the estate attorney to file the returns, and try to remember everything from insurance to car titles, that had to be changed.

I now want to take that experience and use it to help others. Whether your loved one suffers a physical or mental impairment or passes away, you don't have to struggle by yourself. The emotional toll of seeing a loved one fall ill is hard enough. Managing the never-ending paperwork and piles of mail to navigate is something we can help with.