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Taking Care of Parents

As our parents grow older, sometimes it means that we need to help in the management of their finances. This can be a challenge, especially if separated by distance.

Punta Gorda Financial Planners can help!

We can deliver a safe and convenient SECUREHUB , easily accessible by both you and your parents. This arrangement affords a level of control as appropriate.

This Family View arranges your parent’s finances in a manageable format. You can oversee checking and savings accounts as well as investments. A secure vault offers storage of documents that need to be found when needed by each party.

Get peace of mind knowing that your parents are protecting their finances with you as part of the team.

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