Our mission is to help seniors manage their personal and financial matters.
- Help the family to understand the financial risks seniors face, each year hundreds of thousands of adults over the age of 60 are financially exploited.
- Show how third party administration can relieve the stress and reduce confusion associated with financial life.
- Working together to provide assistance in managing the overwhelming paperwork associated with necessary financial personal matters, so you can enjoy a happier, more productive and independent life in your own home.
At Mark G Spinelli, CPA CFP we can pay your bills, digitally file receipts, analyze insurance, keep important tax records to help lower your taxes. We look at the whole picture-taxes, investments, retirement, insurance, and estate planning which allows you to make wise decisions so you can have a solid secure lifestyle.