America is aging and families are more mobile. Do you worry about your finances, or your ability to pay bills, make informed financial decisions, protect your assets or find competent, reliable help or housing as you or your parents age? Our eldercare specialists and family office administrators can help. Our team of CPAs and Certified Financial Planners can lead you through some difficult decisions when it comes to finances and the elderly.
How can we help?
Why REDW Stanley?
- Tax Preparation and Advice
- Bill Paying
- Trust Administration (for our existing clients only)
- Family Financial Meetings
- Managing Your Investments
- Appropriate Gifting and Charitable Funding
- Estate Administration
- Appropriate Titling of Assets
- Housing Information
- Geriatric Referrals
- Eldercare Legal Referrals
We are fiduciaries. Simply put, we have a legal obligation to put our clients’ needs above our own. We don’t sell products, so there aren’t any sales pitches. We are highly regulated by State Boards of Public Accountancy, the CFP Board of Governors and the SEC, among others. Our team members have earned many credentials, demonstrating their commitment to lifelong learning. Of course, these aren’t the only reasons to consider REDW Stanley for your eldercare needs, but we think they’re some of the best.