Benefits and Services for Trusted Advisors

Has your client engagement been bogged down because your client is disorganized? Does a client have more needs than you want to handle on an ongoing basis? You might not have the time or interest to hand-hold a senior client or search their home for information and documents you need. It’s not the best use of your time and expertise.

Benefits

These are exactly the types of tasks we take on as financial organizers /  daily money managers.

You and your clients might not know that there is a category of professionals who specialize in the necessary but often overwhelming and tedious job of putting together the information other trusted advisors need to do their important work.

Assurance Family Partners assists professionals, including attorneys, accountants, investment advisors, geriatric care managers, professional guardians, and agents by power of attorney, with managing their clients’ daily financial details. Assurance Family Partners works directly with either the client or the client’s advisor to provide oversight and administer the individual’s day-to-day affairs.

Our daily management and financial organizing services are tailored to each client’s needs and preferred ways of doing things. If there are needs beyond our skills and experience, we readily refer clients to a wide range of other trusted service providers.

Services

Here is a sampling of the types of services we provide support to trusted advisors. We work with your clients and their families to facilitate the flow of information that you need to:

  • Create a financial plan
  • Helping to protect the client from financial abuse and fraud
  • Create an estate plan
  • Settle an estate
  • Preparing court financial accountings
  • File taxes
  • Conduct an insurance review
  • Help a client downsize, move, or age in place
  • Prepare a Medicaid application
  • Set up and manage a Medicaid Pooled Income Trust
  • Coming Soon – Massachusetts Mobile Notary

When a client or their family asks if you can assist with their paperwork on an on-going basis, you don’t have to say “no.”  Now you can say, “I don’t do it myself, but I can refer you to someone trustworthy who does.”

If you or your clients are located in Essex County, Middlesex County, Suffolk County, Norfolk County, Plymouth County, or Bristol County in Eastern Massachusetts, we can work together. We can help speed up the flow of information you need from your clients. You are always in the loop and remain the point person for the work at hand.

Assurance Family Partner’s daily money management services complement the work of legal, tax and investment professionals to support clients’ long-term financial goals.

Would you like to hear more? Let’s connect.

Success Story

We have been able to help several elder law attorneys satisfy their clients obligations of preparing court financial accountings by delegating that responsibility to Assurance Financial Partners. By partnering with us, it creates the opportunity for the attorneys to spend more of their valuable time lawyering and building their practice instead of detailed administrative work.

The work is completed with a blend of empathy, kindness, organization, attention to detail and undeniable ethics. This is essential for transitioning wary clients who are reluctant to accept help to those who not only accept and trust Assurance Family Partners, but who also come to rely on us. In addition, we trouble-shoot effectively, keeping the financial process for clients running as smoothly as possible, and leveraging excellent professional judgment.