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CFOCare's mission is to provide support and education to empower its clients to make smarter transitions and remain independent in the second half of life.
CFOCare provides
services not only to help adult children plan for their retirements, but also to help their parents live independently
in their own homes.
Some of the millions
of adult children who provide long-distance care to their loved ones count on CFOCare's help.
CFOCare can be objective in its advice, as it does not sell financial service products. Its services are supervised by Certified Public Accountants, (CPA)
Due to its innovative approach, CFOCare offers many services at a price below traditional financial consulting firms.
CFOCare's services include-
For Baby Boomers
Assistance developing tax-effective retirement plans
Estate planning
Education about investment alternatives
Counsel on asset protectionObjective assessments of life, long-term care and other insurance needs
Consulting about Medicare and Social Security strategies
Education about advanced medical directives, living wills, trusts, probate etc, (CFOCare does not provide legal services)
Advice about providing care for parents,
including alternatives to nursing homes.
For Parents of Baby Boomers
Assistance to stay independent in their own home
Answer questions relating to Reverse Home Mortgages, long-term care insurance, and annuities
Assess asset distribution plans for tax consequences
Investigate medical and other over-billing
Negotiate claims with Medicare
Arrange for transportation for healthcare
Serve as healthcare advocate
Assist with set up of home computer, including Skype and social media
Provide on-call computer support
On-call Fraud Protection Hotline
Negotiate major purchases
Administer financial and legal documents
Assessment of local nursing homes
Validate the quality of professional care obtained.
CFOCare also works with many people going through difficult transitions in the second half of life, including widows, widowers and divorcees. Services include-
Hassle-free administration of transition paper work
Personal financial training
Divorce settlement financial evaluations
Funeral administration
Asset valuations
Assist with Social Security and Medicare benefits
Advice on asset protection
Cash-flow planning
Objective assessments of long-term care and life insurance needs.