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J Moore Associates

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Financial Services, Senior Citizens Services & Organizations

O Fallon, MO 63366

636-293-5411

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DETAILS
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Financial Services, Senior Citizens Services & Organizations
Services/Products
J Moore Associates will help you to reduce the stress and anxiety from your daily life and achieve your financial goals. We offer a variety of services to assist in managing daily finances. We will perform an initial assessment of the organization that you need. Because we realize every situation is different, we will create an individualized plan to meet your needs. Our sole goal is to help people. We believe an objective evaluation of your finances will start you on the path that will improve your life in many ways. Making good plans and informed decisions will always reduce the stress associated with financial management. You are not alone if you feel overwhelmed by day-to-day financial management. Money needs to be managed and the biggest part of that management is you. When you let finances get out of control or you are no longer capable of handling your finances, the next responsible step is to get the help you need. J Moore Associates assists a wide range of families and individuals including: A family with a senior whose routine finances need management and monitoring A senior who wants to maintain independence without the burden of complicated paperwork A widow, widower, divorcee, or other person in transition not accustomed to managing your own household finances Today few situations pose challenges to families more than filling the needs of their aging loved ones. In many ways, the problems are new: Were living longer, we may live hours away from each other, and are subject to more intense time pressures than ever before. More and more of us belong to the sandwich generation, torn between the needs of our children, career demands, and aging parents or other relatives. J Moore Associates provides a solution to handling the business aspects of aging. We will help manage the financial affairs of seniors, taking care of their everyday obligations. We provide exactly the degree of responsibility the family wants and provide regular reports in the formats they find useful. Our goal is to help your family member maintain independence as long as possible and bring peace of mind to families whose distance, hectic schedules and multiple responsibilities make it hard for them to act as business administrators. We can: Pay household bills or set up and monitor automatic payment systems Review and reconcile bank, credit card and investment statements Review insurance reimbursements for accuracy Set up a realistic, practical budget Advocate with medical providers, creditors, financial institutions, insurers and government agencies Coordinate relationships with accountants, lawyers, financial advisors, care managers and others Help prevent disagreements among family members Organize and maintain family and financial records Create an inventory of household and financial assets Provide family with regular updates
Data provided by one or more of the following: Thryv, Data Axle, Yext.