Adult children are often faced with the daunting task of managing the finances of a parent who can no longer do so themselves.
With the utmost sensitivity to the changing nature of the parent–child relationship, we help you organize your parent’s or parents' finances to provide the support they need.
We can help You
Finding and consolidating the various assets and accounts to simplify ongoing management
Repositioning the overall portfolio to support the parent’s needs while avoiding excessive gains during the repositioning
Ensuring estate documents and account titling are in place and up to date
Providing funds as needed to support the parent
Reviewing options for assisted living for the parent should the need arise
WHO WE WORK WITH
Providing one-time plans or an ongoing retainer relationship
Families & individuals
Federal Goverment employees
Emory employees
University System of GA employees
SAMPLE FINANCIAL PLANS
Preview these sample financial plans to see what is typically included in our plans
