Personal, Family and Senior Services offered from our office in Kelso, Washington
- Locally, independently owned - No affiliations.
- We will act, at all times, for the sole benefit and interest of our clients, with loyalty to those interests.
- We will provide financial, business and personal advice and our clients may have confidence, good faith, reliance and trust in our services.
- Our fees are based solely on time invested
SENIOR SERVICES
Bill Paying and Financial Administrative services
Do you need help-paying monthly bills and assistance in money management?
Advocate for Fair, Equitable and Non-discriminatory Treatment involving goods and services (Home Improvement, Auto Repair, Telemarketers, Salesman, etc)
Do you need help ensuring home repairs and remodeling, auto repair, etc. are performed as agreed or needed?
Protecting Homeowner Rights/Equity
Do you need help - are you considering a Reverse Mortgage (a complex and confusing process)? We will work as your advocate to help you avoid fraudulent and abusive practices. (The typical reverse mortgage borrower is a single woman in her mid-to late 70’s)
Advocate in preventing Spousal Impoverishment
Do you need help - is your spouse a nursing home resident? As the ‘community spouse’ do you need help in protecting your assets to make sure you can afford to continue to live in the community?
Contact Us today to see how we can help you.
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