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.