Since 1969, we've acted as the eyes and ears of individuals who want to ensure that elderly family members receive the proper care and guidance needed to handle important financial tasks.

At MBAF, we take the time to provide unwavering support for seniors' financial services. Our reputation for compassion and integrity will put your mind at ease and your finances where they need to be without leaving any unanswered questions. The advisors at MBAF even act as guardians and monitor the services provided by others. Once this information is collected, we send out a detailed report to the client as well as their family members on a periodic basis.

The United States Census Bureau estimated in the year 2000 that 16.6-million people in the country were 75 years of age or older. This expanding segment of our population requires financial care and living assistance, which can often be difficult for grown children to provide. So many governmental agencies are not staffed to provide the proper care and assistance seniors deserve. At MBAF, we build strong, trusting relationships with our senior clients to assure our Eldercare services are second to none.

Key ElderCare Services

  • Assurance Services – Review investments and trust activity, test service providers to make sure they meet agreed upon criteria, verify third party calculations such as pension, insurance and annuity payments.
  • Consulting Services – Help family monitor care, Medicare and Medicaid, evaluate insurance needs, assist with planning for housing and support service needs and estate, trust and other such planning.
  • Direct Services – Paying bills and deposit receipts, managing property, submitting insurance forms, income and gift tax planning and preparation, and preparation of employment tax returns for caregivers and household help.