Aging Parents

It can be hard to watch your parents age. They've taken care of you your whole life, and now the tables are turning. You want to know that they’re taken care of and that their finances are with someone you trust. We’ve been hearing a lot of concerns about this from our clients. And we wanted you to know, if you’re in this situation too, we’re here for you.

We’ve been helping multiple generations of families for many years. So we get the emotions that go into it, and that navigating this time in your life, is not easy. Many of our clients refer their parents to us for this very reason because they want the best for them. We're honored to be a part of that journey.

Here are a few of the biggest concerns we see, when helping aging parents.

One, is that they need comprehensive financial advice. Maybe their advisor is older, like them, and their financial plan has not changed as the industry has evolved. We offer much more than just stock picking… and can provide advice for all of their needs like long-term care and estate planning.

They may have assets scattered all over the place, with no true, overall picture of their situation. We can help with our consolidation process.

And if they’re showing signs of cognitive decline, you want to know they're working with someone who’s looking out for them.

We also have access to a wealth of resources from Raymond James including:

ClearMatch to help choose and navigate health care insurance

Broadspire Care Management, which mobilizes a team of professionals to help people stay in their own homes longer

And PinnacleCare, for those who need an advocate on their side for major health issues.

There are also the Everplans and EverSafe services that help protect against identity theft and store important documents.

Our approach is sensitive and caring. We respect your parents' wishes and only share the information they want us to share.

Looking out for your whole family, is just part of our commitment to supporting you in any way we can. If you’re concerned about your aging parents, give is a call.

At Mahler Wealth Management, we help bring clarity and confidence to your finances, so you can focus on living your best life.