Kids & Family
Getting help with paperwork, insurance claims and budgeting
When you or your parents need a watchful professional to assure bills are paid on time and insurance claims are handled.
Joe came home for the holidays and saw a stack of unopened mail on his Mom’s coffee table. He asked if they could open the mail together and Joe was sad to see overdue bills, late fees accessed and one cut off notice. His mother had the money in her account but her macular degeneration made it hard to read the bills. Joe called Surrey Services Home Care (610-647-9840) in Devon and became a client of Surrey’s Personal Finance Manager Jacky Kennedy Sisson. Joe arranged for his Mom to have monthly meetings with Jacky. “I can sleep now knowing that my Mom will never have a utility cut off for non-payment and Mom is so much happier because she feels in control of her finances,” said Joe. “I highly recommend Personal Finance Management at Surrey.”
Beth, who everyone says does not look her 80 years of age, volunteers in the community, sings in the church choir and loves to play cards with the girls. What she does not love is handling medical paperwork like insurance claims. So Beth called Surrey and became a client of Surrey’s Personal Finance Manager.
“It gives me peace of mind and lowers my stress to have Jacky handle my medical insurance claims,” said Beth. “Jacky also helped me set up my long term care insurance. I’d rather spend my time doing much more enjoyable things, like singing in the choir.”
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Surrey offers Personal Finance Management as one of the Home Care Services. Surrey’s Personal Finance Manager can meet with you and customize the service to help you manage your personal finances, from reconciling bank statements to organizing tax information, from choosing insurance and utility plans to filing applications for government benefits. “My clients and their families know that I will organize bills and paperwork and assure prompt handling of financial matters,” says Jacky. “This brings comfort to the family and saves money as late fees are avoided.”
If you or a loved one needs help with handling insurance claims, cleaning out files, gathering tax information, paying bills, budgeting or other personal finance issues, call Surrey today at 610-647-9840.