Personal Finance for Seniors
Carrick Consulting meets the needs of seniors who find it difficult to keep up with routine paperwork and bill paying requirements, even though they can handle most other tasks of daily living. Our team helps gather, analyze and organize assets to determine the best path. We can explain financial statements and budget requirements. And we research billing disputes.
We are looking for clients who are either confused when juggling the bills or want to travel or live part of the year in another location? Let us handle the bill payments for you.
Our process is largely automated which controls costs and limits the discomfort some feel with having unfamiliar people come into their homes.
- Automate withdrawals and bill payments ? Check for fraudulent charges
- Monthly reporting on where the money is going
- Mail management
- Special requests ? Donations, Custom Reports, Dispute resolution and payment clarification
- Tax preparation
- Establish budget
- Hold checkbook
- Loan money
- Give investment and legal advice
- Handle cash
- Provide transportation services
Prospective clients are capable of making their own financial decisions and are not in need of a legal guardian. We accept referrals from social service, senior service agencies and individuals. We also accept self referrals.
Our business is locally owned and operated. We are bonded for your protection.