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Elder Planning and Support Services

Our staff of Certified Senior Advisors can help seniors age successfully.

According to the Census Bureau’s “middle series” projections, the senior population will more than double between now and the year 2050, to 80 million. By that year, as many as 1 in 5 Americans could be considered “older adults”. Most of this growth should occur between 2010 and 2030 when the “baby boom” generation enters their senior years. During that period, the number of older adults will grow by an average of 2.8 percent annually.

The aging of the baby boomers, born between 1946 and 1964, and the largest generation in American history, has begun. As CPAs, we are ideally suited to provide Elder Planning Services. Our training brings independence and objectivity to problems and can be a tremendous asset. By providing Elder Planning Services we consider not only the older adult’s financial needs but also, with the help of other specialized professionals, his or her physical, psychosocial and environmental needs and the needs and expectations of the individual’s family and other concerned parties.

We provide these services to:

  • Older clients who have the financial resources to avail themselves of the services
  • Children of older adults who have the resources and interest to care for their loved ones
  • Other professionals who deal with older adults – lawyers, healthcare professionals, etc.

What are Elder Planning and Support Services?

Elder Planning and Support Services is a more comprehensive and professional level of service provided for the benefit of the elderly. It is a type of consulting service that allows the elderly to live more independently. It is designed to reassure and give peace of mind to the elderly or the family members of the elderly that medical and accounting needs are met. Regardless of the level of functionality and independence, all clients have a variety of tasks that must be performed in their lives from bill paying to preventing identity theft.

With the Elder Planning and Support Services provided at RWHSG you will receive the help of a caring, honest, and knowledgable professional. Our staff includes two Certified Senior Advisors (CSA) who meet and fulfill these qualities and traits.

What is a Certified Senior Advisor (CSA)?

logo-csa-150CSAs understand how to build effective relationships with seniors because they have a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives. CSAs are able to integrate this into their professional practices because they know how incredibly gratifying it is to help seniors achieve their goals. Our senior clients have learned how important it is to work with someone who truly understands their age-related circumstances.

The Society of Certified Senior Advisors®(SCSA) ensures that CSAs uphold the standards of the CSA Code of Professional Responsibility (monitored and enforced by the CSA Board of Standards), fulfill requirements for continuing education, and continue to learn about important issues facing seniors.

In addition to staffing our qualified CSAs, Roger Wood Hill Starman & Gustason sets forth the approach that aging should be a state to be savored or “Sage-ed” instead of a fate to be feared.

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What is Sage-ing?

In a youth-oriented culture that worships what is new, the elderly are often pushed aside. Our philosophy of aging is to promote a more positive aspect of aging or conscious aging, better known as “Sage-ing”. Sage-ing is a new attitude whose focus is to change our society’s current belief system of aging, from simply becoming old to aging consciously. This movement aims to encourage seniors to appreciate their own wisdom and to think of the aging process as a time to turn inward, to give back to their communities, and to consider how they choose to live their remaining years with a positive and enlightened approach.

What Elder Planning and Support Services do we provide?

  • Assisting with check writing and checkbook balancing
  • Reviewing and paying household bills, budgeting and record keeping
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
  • Preparing an inventory of personal assets and investments
  • Addressing questions about Social Security, Pensions, Medicare, and Long-Term Care Insurance
  • Monitoring investment portfolios and other assets in conjunction with financial advisors
  • Providing referrals to local services and agencies
  • Coordinating transportation and housekeeping
  • Preparing household payrolls
  • Assisting in the prevention of identity theft, scams and elder abuse

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Your Elder Planning and Support Services One-Hour Consultation is Free!

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