My mission is to empower our most senior community members to maintain independence and control of their lives. Janco blends daily money management and estate oversight roles to ensure daily, monthly and annual tasks are performed in a timely, accurate and secure manner. Janco acts as a bridge to other trusted professionals such as Financial Advisors, Attorneys, and CPAs, and is able to refer clients to proven specialists from her personal network. Backed by 20 years experience in accounting field. Credentials include Certified Senior Advisor and Daily Money Manager.
Operating for 30 years. We serve clients who have chosen to maintain independent control over their personal affairs but want assistance with some tasks necessary to retain independence. We offer:
Money Management
Record keeping for tax and budgeting purposes
Bill paying as directed by client
Medicare/insurance claims
Check book balancing
Income tax preparation
Asset Management
Facilitating asset transactions directed by client.
Advocacy on Behalf of Client
Assist in obtaining support services such as housekeeping, personal care and food services.
Facilitating moves and sale of possessions.
Serving as Durable Power of Attorney, handling estates, acting as trustee.
We pride ourselves that we rise to the occasion to provide a need.