Assisting with a client’s daily money management is a very personal and sensitive service. Stay at Home America clients – along with their families and legal advisors – can rest assured that our representatives will assist with the client’s daily money management with the utmost integrity.
The Stay at Home America organization is aware that each senior or adult with disabilities and their families have different financial needs. Some clients may be working with organizations providing bookkeeping services. If the client is satisfied with the work performed by these service organizations, our objective is not to replace the advisor, but to offer supplemental services to complement those daily money management needs. All daily money management services from the Stay at Home America organization are provided by a highly-qualified bookkeeper who has undergone the same thorough background check as our other employees and bonding. Stay at Home America does not prepare tax returns or financial statement for our clients. Upon request, Stay at Home America will provide a list of experienced, screened accountants and tax preparers.
Financial services offered by Stay at Home include the following daily money management items:
Assistance with paying bills and writing checks; all payments will be approved by the client.
Assistance with budgeting
Reading and explaining investment statements
Organizing information for the clients tax preparer
Assisting with understanding bills and invoices
Explaining the pros and cons of reverse mortgages
Stay at Home America clients and their families can rest assured knowing we serve our clients with absolute integrity and guaranteed confidentiality.
Finances
Assisting with a client’s daily money management is a very personal and sensitive service. Stay at Home America clients – along with their families and legal advisors – can rest assured that our representatives will assist with the client’s daily money management with the utmost integrity.
The Stay at Home America organization is aware that each senior or adult with disabilities and their families have different financial needs. Some clients may be working with organizations providing bookkeeping services. If the client is satisfied with the work performed by these service organizations, our objective is not to replace the advisor, but to offer supplemental services to complement those daily money management needs. All daily money management services from the Stay at Home America organization are provided by a highly-qualified bookkeeper who has undergone the same thorough background check as our other employees and bonding. Stay at Home America does not prepare tax returns or financial statement for our clients. Upon request, Stay at Home America will provide a list of experienced, screened accountants and tax preparers.
Financial services offered by Stay at Home include the following daily money management items:
Stay at Home America clients and their families can rest assured knowing we serve our clients with absolute integrity and guaranteed confidentiality.