Eldercare Services and Planning

Introducing our CPA PrimePlus Services

It means getting the most out of life.

Q   Why should I use a CPA PrimePlus professional?

A   Integrity, expertise accountability, confidentiality - they're all good reasons to count on us as your trusted advisor. You can depend on us for accurate evaluations and impartial advise. When it comes to balancing your financial and lifestyle goals, CPA PrimePlus Services offers a comprehensive, tailored approach to meeting your changing needs.

Q   Now that she's on her own, Mom has had a difficult time managing her accounts and assessing her long-term needs. I want to help her… can CPA PrimePlus Services help us both?

A   Definitely! CPA PrimePlus Services can be of special benefit to time-pressed families who want to help a loved one maximize and maintain their independence. CPA PrimePlus Services is especially valuable in helping families come together to make sound, caring decisions.

Q   Will I be expected to pay for services I don't need?

A   Absolutely not. One of the strengths of CPA PrimePlus Services is flexibility - we can tailor our services specifically to meet your individual needs.

Special services to help you make your best choices
- while easing your workload and worry.

As we mature, the relationship between financial needs and lifestyle choices can become increasingly complex. As your CPA PrimePlus Services professional, we can help you better see and understand "the big picture," so you can make your best decisions in your retirement years.

Our training and expertise makes us uniquely qualified to offer objective, accurate assessments of our client's resources and how they're managed. So, we're a logical source for mature adults to turn to for expert, confidential assistance in meeting challenges and making choices.

Wide-ranging, informed, impartial advice from someone you can trust: that's exactly what we offer with CPA PrimePlus Services.

Expert, impartial advice for the prime of your life.

More time to call your own - and more peace of mind. Find out how our CPA PrimePlus Services can make a difference for you. Call us today for more details.

We do more - so you can do it all.

You've got a great life - and you've worked hard to make it and keep it that way. Putting in the hours - saving - investing - planning: making the tough choices, the right choices… the best choices.

Yet some of your most important choices still lie ahead. Where will you live? How will you live? Will you be able to have the lifestyle you want? Preserve your freedom? Provide for your family?

That's what our new CPA PrimePlus Services is all about: helping you make the right choices, so you can live your life the way you like it.

CPA PrimePlus Services is a unique, customized package of services designed to help you maintain your lifestyle and financial independence.

Whether you're looking to manage your own affairs more easily and efficiently, or help someone you love make the most of their resources and choices, you'll find that CPA PrimePlus Services offers you a better way to handle the business of life.

CPA PRIMEPLUS SERVICES
Resources - Strategies - Solutions

How may we help?

Here are some of the ways CPA PrimePlus Services can help you make your best choices so you can get the most out of life. Check the ones that matter most to you… then call us today for all the details!

Analyzing and monitoring income and expenses

• Keeping tabs on your money
• Assessing your investments

Estate planning

• Minimizing your family's tax burden
• Planning the transfer of assets and making the most of your bequests
• Developing a gifting strategy to meet your financial and personal objectives

Retirement issues

• Addressing questions about Social Security/Medicare
• Arranging retirement account distributions
• Naming beneficiaries

Structuring and funding trusts

• Understanding tax considerations
• Arranging charitable giving
• Developing asset preservation strategies

Long-term care

• Evaluating the benefits, features and carriers of long-term care insurance
• Understanding your long-term care options
• Assessing the pros and cons of funding options

Lifestyle considerations

• Buying and selling a home or other property
• Minimizing estate and tax ramifications of real estate choices
• Determining the assets you need to maintain your lifestyle

For more information, contact Jeanne E. Morelli.