About Us

Mission Statement

To be the pre-eminent provider of financial and consulting eldercare services in Hillsborough, Manatee and Sarasota counties.

  • We pledge to carefully listen to our clients, their families and/or their Power of Attorney (POA);
  • To design individualized care programs that respect our client's independence and dignity;
  • To enrich our client’s lives, as well as our own, by creating a long term relationship based on trust and mutual
    understanding of our client’s needs.

We will have succeeded when both our clients' lives and our own are enriched by the relationship

We'll visit you regularly at home to maintain contact and handle the tasks you've assigned to us. Generally, we'll review bills, obtain your signature on checks or other documents, look over business mail you may have received since our last visit and address any other issues that may concern you.

 

The Knowledge and Security of a CPA, the Comfort and Reassurance of a Trusted Friend.