Our Services 2017-07-31T10:37:05-05:00

All services provided by the Elder Financial Safety Center are of no cost to our clients.  As part of The Senior Source, a nonprofit organization, we provide services free of charge to those 50 and older.

Financial Coaching

Advice provided from an unbiased professional. Conversations may include, assistance with budgeting, retirement guidance, direction on when to take tax exemptions, or establishing personalized financial goals.

Insurance Counseling

Recommendations from insurance counselors who can provide insight into topics such as Medicare comprehension, long-term care insurance, life insurance, accessing insurance benefits and ensuring the right insurance coverage for your life stage is in place.  

Benefits Assistance

If your employment income is not meeting all your financial needs, a benefits specialist will help review your situation to determine if you are eligible for benefits you are not receiving.  

Frauds & Scams Advocacy

In the event you or a loved one are a victim or want to report suspected fraudulent activity, the center staff are ready to help.

Debt Management

If credit cards, payday loans, housing expenses or other financial barriers are keeping you from financial freedom, a professional counselor can help you explore options for debt relief.   

Employment Services

Whether in between jobs, looking for part-time work, or want to make a career move, an employment specialist can help with your resume, navigate the job search process and work with you until meaningful employment is secured.

Money Management

Remain living independently with the support of a money management specialist. Services offered include supportive financial coaching, budgeting, managing a checkbook and paying bills should these tasks become a difficult part of your routine.

Guardianship Services

When necessary to protect the most vulnerable older adults in our community from exposure to financial predators, a court authorized guardian of the person and/or the estate and regular monitoring are available to ensure financial protection and long-term economic security.

Prosecution Services

Cases involving the exploitation and abuse of older adults are handled through a dedicated unit at the District Attorney’s Office.  This unit solely investigates and prosecutes financial crimes against older adults.

Need assistance?  We’re here to help.

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