Proudly Offering Financial Peace of Mind to Seniors

From fraud prevention to retirement planning and beyond, our advisers are your trusted advocates for a secure financial future.

HOW WE HELP OUR CUSTOMERS

Paying monthly bills:

We ensure that your legitimate monthly bills are paid on time without late fees. Meanwhile, you can avoid the risk of fraudulent bills.

Monitoring your accounts:

With Daily monitoring of your financial accounts, we prevent suspicious transactions from falling through the cracks.

Filing your taxes:

Our experts prepare & file your taxes to ensure that you stay compliant with the IRS

Verifying your documents

We sort and prioritize your mail, filter out junk, and create electronic backups that are accessible anytime, anywhere.

Our Certifications & Memberships:

Get in Touch

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Give us a call and let us get started right away looking after you or your loved ones finances. Rest easier knowing that our certified fraud expert is monitoring your finances and ensuring that your bills get paid on time. Don’t wait or continue to worry, if you or a loved one could use assistance, get peace of mind today!

Certified Advisors. Trusted Expertise.

For seniors, the risks of non-protection are devastating. Recent Consumer Financial Protection Bureau reports indicate that over 3.5 million older adults per year are financially exploited. By serving with your best interests at heart, we keep your sensitive information and assets out of the wrong hands.

Verifying information

Our CFE & support staff are here as a sounding board to verify any calls, letters, or emails you receive.

Countering attacks

If you've been victimized, we can help you work with your financial institution and file a criminal report.

Keeping you connected

We offer trusted referrals to vetted tax experts, financial advisors, and healthcare advocates.

Our Knowledge Center

How to Preserve Your Nest Egg in Retirement

For retirees, wealth preservation is key for a long and fruitful retirement. At the same time, you may find yourself worried about outliving your savings. That's why our Silver Asset Pro team has assembled our best tips and recommendations to preserve your nest egg.

Resource Guide & Hotlines to call for help

Senior fraud is a serious problem that affects millions of elderly people every year. Unfortunately, many cases of elder fraud go unreported due to shame, fear, or confusion about what to do next. In this blog post, we'll provide you with the information you need to know about reporting elder fraud, including where to get help and what to do if you suspect that someone you know has been a victim.

SEC-A Guide for Seniors, protect yourself against investment fraud

How to Avoid Fraud Seniors are often the target of fraud. However, with some basic understanding of how scam artists work, you can avoid fraud and protect your hard-earned money. Learning how to invest safely can make a huge difference in your retirement years. Seniors are particularly vulnerable to scam artists who are “nice” or attempt to develop a false bond of friendship. Scam artists prey on seniors who are polite and have difficulty saying “no” or feel indebted to someone who has provided unsolicited investment advice.

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Reach Out Today for a More Secure Tomorrow

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Trusted by seniors in Montgomery County and Bucks County, our Pennsylvania-based team proudly offers local and nationwide support to individuals and organizations alike.
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Whether on behalf of yourself or an elderly loved one, we invite you to get in touch today. We can also be reached by phone at (484) 200-5881.