
New Mexico Financial Management Services

Money management can become complicated for many reasons as you age. Perhaps a parent who handled money matters has recently passed leaving your remaining parent in a tough position. Or perhaps your aging loved one is suffering vision loss or other disabilities. You may not know where to turn for financial management assistance. In some instances, seniors or their family members have turned to home care givers or others for help, but this can be a risky move; it may even leave you vulnerable to financial abuse or exploitation.
Not everyone needs a full power of attorney or conservatorship, but a little money management assistance can go a long way. Our network of highly trained professionals can help keep with the details of your elder’s financial life in order so that both of you can concentrate on other aspects of your life.
Help Administrating and Organizing Finances, Bills and other Accounts
Decades, LLC’s fully licensed, bonded, and insured professionals can help your elder handle their regular monthly and medical bills, reconcile bank and investment statements, and even organize their paperwork and mail. The client will receive monthly reports so that they can keep track of their finances. Our role in assisting your loved one in money management is not a fiduciary one, but rather an administrative one; they, or the financial POA, maintain full control over their finances.
Customized Financial Management Solutions
Decades, LLC in Santa Fe and Albuquerque is focused on maintaining our clients’ dignity, autonomy, and independence. We can customize a financial management solution just for you, based on your elder’s needs, preferences, and budgets. You can choose to have us visit your loved one in their home for direct assistance, or you can have their bills sent directly to Decades, LLC.
Affordable Financial Management Services
We are committed to helping your parent or loved one meet the challenges of aging, which is why we provide affordable financial management services. Our comprehensive financial program is appropriate for those needing day-to-day support as well as those who require our services less frequently.
You don’t have to face financial challenges alone. Decades, LLC is a knowledgeable resource for families facing the financial, legal or healthcare decisions associated with aging in Albuquerque and Santa Fe, NM.
If you would like to learn more about our financial services or for an immediate assessment or assistance, contact Decades, LLC today at 505-345-5529 in Albuquerque or at 505-983-7787 in Santa Fe.