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

  • Sharon Fein 

    Paperwork Solutions, Inc.

    Boca Raton, FL - 33428
    561-212-4268

  • Scott Israel 

    Barrister Money Management, LLC

    Brookfield, WI - 53005
    414-732-8836

  • Jill Kubek 

    The Solution Source for Seniors, LLC

    Middleton, WI - 53562
    608-836-7808

  • Laura (Lolly) Ward 

    LMW Personal Financial Services

    Roswell, GA - 30075
    404-388-7511

  • Matthew Hague 

    Guide Wealth Management

    Beacon, NY - 12508-2735
    (646) 455-1441

  • Robin McIntire 

    Life Organized

    Port Clinton, OH - 43452
    419-410-0601

  • Pete Conklin 

    Personal Affairs Management, L.L.C.

    Springfield, VA - 22153-1800
    703-913-0052

  • Patricia Kuehne 

    Balance Your Checks

    Ashland, MA - 01721
    508-864-9947

  • Jennifer Sharp 

    ElderCare Consultants, LLC

    Memphis, TN - 38177
    901-680-0151

  • Janis Blauer-Chima 

    Janco Fiduciary & Estate Services

    Seattle, WA - 98103
    206-227-2641

  • Diane Smith 

    Simple Work Solutions, LLC

    Kennesaw, GA - 30152
    770-235-4686

  • Cindi Hickman 

    CDRH Administrative Assistance, LLC

    Mesa, AZ - 85206
    602-882-1887 new

  • John Hauser 

    Who Is My Neighbor Bookkeeping, LLC

    Stone Mountain, GA - 30087
    404-307-4037

  • Elizabeth Barach 

    West Chester, PA - 19380
    484-432-7201

  • Noreen Flood 

    Daily Money Solutions LLC

    Loveland, CO - 80538
    970-690-4333

  • Marlene Belohoubek 

    Sensible Daily Money Managers, LLC

    Midland Park, NJ - 07432
    201-447-4358

  • Vickie Faber 

    Encore Concierge Services, LLC

    Atlantic Beach, NY - 11509
    917-251-0907

  • Sharleen Boucher 

    Creating Harmony

    Aptos, CA - 95001
    831-818-1336

  • Hedy Knapp 

    Knapp Paperwork Partners, LLC

    Westfield, NJ - 07091
    908-956-5752

  • John Bowen 

    Bookkeeping and Daily Money Management

    Falls Church, VA - 22043
    703-472-2235

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