Senior Asset Management

Are you or a loved one having difficulty managing your finances due to age or medical/mental illness? This program is tailored for your needs to maintain your independence. As your representative, we can provide the following. ​

  • ​Bill paying
  • Reconciling bank statements
  • Budgeting and cash flow management
  • Review and reconcile credit card statements
  • Negotiate with creditors to reduce debt
  • Track income and expenses for budgeting and tax deduction reporting
  • Provide user-friendly financial reports and organizing information for tax preparation
  • Identification and referral to additional social services as needed.
  • Interface with other professionals including your CPA, financial advisor and attorney
  • Review and analyze credit reports

If you are interested in enrolling in this program, please complete the Asset Protection Form.

C​ase Managers/Social Workers will need to fill out the Care Worker Referral Worksheet.

Clients will also need to complete the Client Funds Document.


​​​​All completed forms can be faxed to 1-866-214-3062​ or you can mail the forms to:

P.O. Box 17952
Ft. Mitchell, KY 41017-0952​​​

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