Roger A. Silk, C.P.A. has announced that his firm, Shoreline Accounting & Tax Service in Whitehall, is now offering elder care financial services. Elder Care Financial Services of Western Michigan has been established to provide assistance to ensure that older persons keep their finances and monetary affairs in order.
Mr. Silk recognizes that the increase in dual career households and the movement away of adult children often make it difficult for them to assist their parents with independent living. Illness, memory loss or a disability can lead to unpaid bills, cancelled insurance, misplaced mail and checkbooks in disarray. Unfortunately, in many cases, it isn’t until problems develop that family members realize that a senior needs help. Elder Care Financial Services is a response to the growing changing needs of an aging population and will provide the senior and family members the peace of mind knowing that they are in trustworthy financial hands.
Mr. Silk will tailor services as needed for each client which may include one of more of the following: reviewing and paying bills, budgeting, submitting claims to insurance companies, record keeping, reconciling checking accounts, ensuring due monies are received and deposited, organizing financial and legal documents, reviewing retirement plan and social security benefits, analyzing reverse mortgage scenarios, preparing income tax and trust returns, and reporting transactions and findings to clients and authorized family members as necessary.
Mr. Silk recognizes that there is clearly a need for these services and that they are a natural extension of the work certified public accountants have been doing for their clients historically in the areas of tax return preparation, personal financial planning, audit/accounting services, and estate planning. “Elder Care Financial Services offers the independence, integrity, objectivity and accountability within the right mix of financial oversight and assistance to help the golden years truly be happy ones.”
