Financial Management & Administration
The Sterling Care Group provides financial management and administration services to ensure that bills are paid on time, goods and services are satisfactory, and there are no late charges or erroneous fees. We manage our clients’ finances so they have the things they need, from basic utilities to food, and all their bills are paid and living expenses accounted for.
We manage your bank and brokerage accounts, review insurance coverage, both health and liability policies, and can arrange maintenance of your home, file insurance claims, and, when the time comes, arrange funeral needs. Whenever necessary, we can assist you or a loved one in obtaining government benefits such as Medicare, Social Security Income, or Social Security Disability Income. We employ Certified Social Workers, Accountants, CPAs, and Attorneys to provide professional, capable, caring services for our clients.
As your personal money manager, The Sterling Care Group can reduce the risk of exploitation from being over charged for products or services. We will also make sure that you’re not taken advantage of by disreputable persons selling goods or services that you neither want nor need. Having an independent company involved on your side has also proven to reduce the risk of elder abuse. As your financial administrator, we will also work to ensure you’re not paying for duplicate insurance coverage and protecting you from accidentally double paying bills. We provide peace of mind by giving you the knowledge that capable, caring people are managing your financial affairs
Bill Paying.
We provide complete bill paying services. Rest assured that your loved one’s bills are being pay accurately and on time. Avoid late charges and erroneous fees. From utility bills to landlord rent checks- we make sure your loved ones are not double paying for their goods and services.
Taxes.
Our expert accountants and CPAs handle all aspects of local and federal tax return preparation, tax filing, tax audits, tax appeals, and IRS representation if needed. Make sure that all of your taxes needs and concerns are handled accurately and on time.
Insurance Review.
Insurance can be a tricky product to understand. We review all insurance policies….health and liability…to make sure you are getting the coverage you want and need. No fine print or unwanted services will get past us. Pay for only what you need.
Investments.
We manage bank and brokerage accounts. We do not sell investments or earn commissions from and stock brokers or brokerage firms. As your investment manager, we will review your account each month and send you a quarterly financial statement, as well as to anyone you have designated for review.
We know it's not easy to hand over day-to-day control of your finances, but when the need arises or you have a problem, where can you find a partner you can trust? The Sterling Care Group is bonded by a highly-rated insurance company. Our CPA, licensed by the State Division of Consumer Affairs, has more than 40 years combined experience helping individuals just like you, with taxes, retirement planning, and money management. We understand you may be concerned about having someone else handle your finances, and that is completely understandable.
Our first recommendation is that you continue to consult the trusted professionals that you've worked with over the years, such as your accountant, tax preparer, attorney, banker, insurance agent, stockbroker, or a trusted friend or relative. We encourage you to preserve these long-term relationships for years to come. We would be happy to become an effective member of this network, and join these other professionals to help you preserve your assets via prudent management. We want to understand your concerns and get to know you and your preferences. All of your concerns and request will be handled in a caring and professional manner. Finally, if your circumstances change at any time, you can terminate our services with 45 days written notice.
