Business & Personal Wealth Consulting
Berdon’s Eldercare Service helps families, family advisors, and the elderly meet the challenges of the golden years with a menu of services designed to provide each individual with assistance customized to specific needs.
Taking Care Of Daily Tasks: Berdon professionals handle paying bills, bank deposits, tax planning, medical record and other financial and insurance matters.
Assurance Services: Often the elderly do not receive the services to which they are entitled. Our services include testing whether investment managers meet established criteria, reviewing investment and trust activity, and auditing pension, insurance, and annuity payments.
Consulting For The Future: As seniors' abilities and circumstances change Berdon helps determine their needs in housing, cash flow, and estate planning, as well as advising on the tax and financial consequences of the death or disability of a spouse.
Billings/Collections/ Disbursements
Life Insurance Estate Planning
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