Financial Services

Welcome to the Financial section of the AgingOptions Resource Guide

Most people think that by having a healthy nest egg, they will be fine financially in retirement. However, the truth is that no matter how big your nest egg, without proper planning your money will not help you avoid institutional care and hardships in retirement. There are many problems that money can’t solve.

If you are having trouble determining what kind of professionals help you need, check out the AgingOptions Free Learning Center. You’ll find a variety of free information, including what to look for in a professional, how to choose the right provider, how to hold them accountable, and much more.

Financial Services

  • Jeanette Rhyan 

    Bill Ladies

    Phoenix, AZ - 85054
    480-213-8703

  • Jane Heine 

    JMH, LLC

    Manchester, MO - 63021
    314-225-8208

  • Amanda Fitzgerald 

    Help Unlimited, Inc.

    Silver Springs, MD - 20901
    301-452-2232

  • Nicole Klemens 

    Let's Get Organized, LLC

    Rye, NY - 10580
    914-645-7511

  • Marcia Turner 

    Your Everyday Assistants, LLC

    Eustis, FL - 32726
    203-671-1923

  • Marcy Harris 

    Sisters United Management & Consulting Services, Inc.

    Minnetonka, MN - 55305
    612-865-6175

  • Gene Brown 

    Bedrock Fiduciaries

    Torrance, CA - 90505
    310-933-4723

  • George Lock 

    Principled Money Management, LLC

    West Chester, PA - 19382
    917-716-4752

  • James Blakeway 

    Dynalogic Personal Services

    Edmonds, WA - 98020
    206-533-1050

  • Terri Holley 

    Holley Financial Services, LLC

    Polk City, FL - 33868
    3524602319

  • John Hipps 

    Hipps Financial Partners, LLC

    Bridgewater, VA - 22812
    540-421-8083

  • Marea Santos 

    Santos Organizational Strategies, LLC

    Needham, MA - 02492
    617-834-7315

  • Maggie Panagakis 

    Strategies for Organizing, Inc.

    Chicago, IL - 60614
    773-251-3083

  • Linda Richter 

    Personal Paperwork Solutions and More, Inc.

    East Windsor, NJ - 08520
    609-529-7230

  • Anne Seline 

    EveryDay Checks & Balances

    Southern Pines, NC - 28387
    910-683-0606

  • Megan van den Bergh 

    Painted Porch

    Santa Barbara, CA - 93105-6127
    (805) 567-4288

  • Alan MacIntosh 

    Alan MacIntosh, Fiduciary

    Las Vegas, NV - 89133
    702-338-5971

  • LISA BERLIN 

    Taking Care of Business, Inc.

    Columbia, MD - 21045-0773
    443-255-8176

  • Jennifer Jordan 

    Jordan Daily Money Management

    Elmhurst, IL - 60126
    630-832-5223

  • Lyn Langbein 

    Potomac, MD - 20854
    301-367-2859

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