Senior Advisor Services
Associate Tax Consultants, Inc. offers customized Senior Advisor Services designed to help you maintain your lifestyle and financial independence as you age. We have a Certified Senior Advisor (CSA) on staff who will work with you to ensure you will get personalized strategies and solutions for getting the most out of your life. We offer expert, impartial advice and assistance designed to help you make the best choices for your retirement from a source you trust.
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Our Senior Advisor Services include:
- Paying bills, balancing your checkbook, and summarizing your household income and expenses
- Preparing federal and state Income tax returns
- Budgeting and projections to manage income and expenses.
- Analyzing and monitoring investments to be in accordance with the client's instructions. Make sure reports are received in a timely manner.
- Income and Estate planning and compliance to minimize your family's tax burden and make the most of your bequests.
- Planning for the costs of long-term care
- Monitor insurance coverage and ensure all premiums are paid when due and claims are prepared and received on time.
- Assessing housing options and how to fund them.
- Managing your resources and understanding your options so you can live life on your own terms
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By choosing a Certified Senior Advisor to assist in your planning, you can be assured that you're working with someone who is committed to the issues that are important to you as you age. To learn more about our Senior Advisor Services, please call us at 305-824-3333 and ask for Ed.
The links below will direct you to sites that display information particularly useful for seniors.
http://www.medicare.gov/
Medicare coverage, new drug programs, 800-772-1213
http://www.socialsecurity.gov/
For all Social Security or Social Security Insurance questions.
http://www.cms.gov/
Center for Medicare and Medicaid Services is the federal agency that administers Medicare and Medicaid
http://www.naela.org/
Attorney locator service, by city, state, or zip code. The initials stand for National Academy for Elder Law Attorneys.
http://www.va.gov/
Veterans Administration for information on benefits and resources.
http://www.aoa.gov/
Administration on Aging has all kinds of information on resources, including a directory of state Area Agencies on Aging
http://www.eldercare.gov/
Eldercare Locator, 800-677-1116, will help you find local community resources in any area of the country, including meals, home care, transportation, etc.
To find a physician who specializes in geriatrics:
http://www.ama-assn.org/
The American Medical Association has a physician locator service. Look under the specialty "Geriatrics."
Their mission is to help as many people as possible make decisions about home health, retirement living, assisted living, and nursing home options.
For more information, please click here and a representative will contact you.
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