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Elder advocates and Financial Management

The services provided are custom-tailored to meet the specific needs of our clients. We will work with you to develop a plan that fits your needs, your schedule, and your budget. We offer a wide variety of financial and personal assistance services including:

Bill Paying Assistance for the Elderly
Monthly we balance your bank statements; pay your bills; provide you with an easy-to-read record of every transaction.
We most frequently provide this service on-site with you at your convenience. You are in control.
Insurance Claims Processing for the Elderly
Maximize your insurance benefits.
File with all insurance carriers; maintain records and copies; verify correct payment.
We follow up on questions or problems. Experience shows this to be of extreme importance.
Trustee Relationships
and/or Estate Administartion for the Elderly
We provide objective professionalism to assist with caring for your needs and/or desires.
We maintain contact with family or other trusted professionals as you request.
Financial Decision Counseling for the Elderly
We have years of experience in the financial services industry.
You will get straightforward, objective answers to your questions.
A second, unbiased opinion often adds confidence and stability to financial interests.

Above Services provided by Financial Advocates of Central Florida, Inc.  Please contact us at 1-800-489-8165 for more information.

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