We help seniors manage their financial and medical paperwork.

As people age, it may become more difficult for them to keep up with daily tasks and manage their household. Some people are so active during their retirement that their social schedule and travel make it difficult to keep up with their day to day financial tasks and medical paperwork. That’s when they, their family members or loved ones reach out to NYFO for help.
We provide the right amount of support to all of our clients when they need it, without being overwhelming or taking over. We remain sensitive to their needs to be involved in the decision making and to help them maintain as much independence as possible.

financial organizer