Financial Management

For clients who don’t require a full Power of Attorney agreement, Decades provides financial management assistance on an as-needed basis. Decades develops customized financial management solutions based on the requirements of each client.

Our team of knowledgeable licensed financial managers assist elder adults with a variety of services including:

• Paying monthly bills on time

• Reconciling bank and investment statements

• Organizing paperwork and mail

• Insurance review

• Selection of healthcare and prescription plans