Many government programs support seniors in a variety of ways. We recommend that all our senior clients conduct a ‘checkup-up’ to make sure they are informed about any programs for which they may be eligible. A counselor can offer research, guidance, and advice in how to access discounts, tax benefits, social programs, veterans’ benefits, and many other services. We can guide a client through the benefits cataloged on The National Council on Aging’s BenefitsCheckUp site, and more.

Frequently Asked QuestionsView the Senior Money Management FAQs
Phone336-896-1328 or toll free 888-474-8015