The older Americans become, the more prone they are to economic stress. The professional staff of Seniors•At•Home helps seniors manage their money safely and wisely, to maintain as much financial independence as possible, and to plan for the future.

Available services include:

• Depositing checks
• Paying bills
• Budgeting and long-term planning
• Health insurance and medical claims management
• Evaluation of government and pension benefits
• Balancing bank statements
• Filing tax forms accurately and on time
• Comprehensive financial management relating to stocks and bonds and bank accounts
• Managing household maintenance

People who use our Personal Affairs Management services are encouraged to maintain control over as much of their financial life as they feel capable and comfortable handling. When a high degree of control is no longer possible or practical, our trained professionals work with our clients and their families, as appropriate, to assist in whatever financial "chores" need attention. When necessary, JFCS can act as durable power of attorney, trustee or conservator.

Personal Affairs Management is a fee-for-services program. It is not an investment counseling service or a professional tax preparation service. We are always pleased to refer you to other agencies for additional help you may need. Seniors•At•Home is sensitive to the need for trust where managing money is concerned. We hold your business in the strictest confidence. As a division of Jewish Family and Children's Services, a not-for-profit organization serving the Bay Area for over 150 years, you can rely on our reputation for providing quality services.