Managing your mail and paperwork can often feel daunting. We offer our expertise in establishing an efficient system for reviewing and organizing your correspondence, ensuring timely responses and easy access to documents when required. Let us assist you in streamlining this process for greater peace of mind.

Keeping your essential financial and personal documents organized is vital. We can help you sort through your paperwork and establish an efficient filing system, both digitally and in hard-copy format. This way, you'll always know where to find what you need, exactly when you need it.

We conduct a thorough review and timely payment of bills to ensure accuracy, thereby preventing late fees and promoting a strong cash flow for your expenses. Furthermore, we will reach out to businesses to address any bills that may include overcharges, errors due to oversight, or potentially fraudulent activity. 

It’s important to be aware of the various fraud schemes and scams that target older adults, often without their or their families’ awareness. Having open discussions about spending habits and regularly monitoring bank accounts and credit card statements can help identify any suspicious activities early on.

Keeping track of your monthly bank statements and cross-referencing them with your financial documents is crucial. This practice helps to identify any unusual transactions and gives a clearer picture of your available funds, allowing you to make smart choices about your spending and savings.

It's essential to keep an eye on your monthly credit card statements to ensure they are accurate and free from any errors or fraudulent charges. To maintain transparency, we match our statements with receipts to identify any discrepancies, overcharges, or unwarranted fees. If we spot any concerns, we’ll reach out to the relevant companies, banks, or businesses to address them.

Navigating your insurance plans and managing claims can often feel overwhelming and time-consuming. We’re here to simplify that process for you. We will help clarify your medical insurance plans and thoroughly review your claims to ensure they’re processed correctly.

We have experience with Medicare.gov, Vermont Health Connect and Commercial insurance navigation.  No member of Supportive Solutions, LLC will provide services as an insurance agent, this is not our role.

Preparing and filing tax returns necessitates providing your accountant or tax advisor with various tax and financial documents. Ensuring that these documents are received, organized, and forwarded can often be a time-intensive and daunting process. We offer services to monitor the receipt of your documents, organize them efficiently, and coordinate with your accountant or tax advisor to ensure they have all the necessary documentation.

We will collaborate with your other advisors and professionals—like your financial planner, accountant, or attorney—to become an integral part of your team.