Helping Aging Seniors Maintain Financial Control
As we age it can become more and more difficult to keep up with all of our finances. Perhaps, you are trying to take on the finances of an aging parent. It can all become overwhelming and emotional when dealing with the finances of aging family members.
We are here to help. At Watson CPA we work with you and your family to create a financial plan that you and your loved one can feel secure about.
Our elder care financial planning services help ensure that the financial management needs of your loved one are taken care of.
Elder Care Financial Services
- Tax Preparation
- Balancing Your Checkbook
- Financial transaction assistance
- Household Bill Payment
- Record Keeping
- Preparing Financial statements
- Retirement Account distributions
- Preparing Personal Asset Inventory
For more information and to speak with Watson CPA about your specific elder care financial planning needs call us at 317-848-9938. We are happy to answer any questions.
The team at Watson CPA is here to help you and/or aging your family member feel financially secure.
Proudly serving Carmel, Indiana, Westfield, and the Greater Indianapolis area.