PFA provides many specialized elder care services.  We can perform a variety of day-to-day personal business functions to keep your finances organized.  We can also assist with your healthcare and long-term care needs by serving as your Personal Representative. 

Our primary objective is to enable our clients to live full and rich lives without concerns about their investments and income.  We will meet with you regularly to see how you are doing and to discuss your needs.  Your privacy is our highest concern, and we coordinate our services with family members and caregivers as needed.

Our Services Include:

• Family Office Functions:  We can assist you in paying bills, reconciling your accounts, receiving and processing your mail, and ensuring that expected income is received and deposited.  We will calculate your living expenses to determine whether you will have sufficient financial resources to maintain your present life style.  We will also assist you with health insurance and other insurance claims.
• Estate Planning:  We will develop a comprehensive estate plan for you, including the use of trusts and tax-advantaged charitable giving, to ensure your assets are handled according to your wishes.
• Social Security Review:  We help seniors get the fullest possible financial benefits from Social Security.
• Medicare Planning:  We enable seniors to understand their choices in healthcare and the impact their decisions have on their finances.
• Senior Housing:  We assist seniors and their families in exploring the full range of housing options available based on their income and assets, and we analyze the effect different choices have on your finances.
• Long-Term Care:  We demonstrate the risk reduction offered by long-term care insurance and guide seniors in choosing a policy. 
• End-of-Life Planning:  We guide seniors and their families in choosing among alternatives to provide peace of mind and a measure of control when death occurs.

To learn more about our elder care services, please call 1-800-520-6998 or e-mail js@potomac-financial.com