Finan Financial Care, LLC

About Finan Financial Care, LLC

Since 1993 we have helped older adults achieve peace of mind by providing trusted daily money management services in Montgomery, Prince George’s, and Northwest DC.  Initially we take care of whatever problems our clients feel need to be resolved first. With that foundation, we are able to sort the mail, prepare checks for their signature, balance the bank statement, take care of banking, review Medicare and secondary insurance explanations of benefits before paying medical bills, gather data for tax preparation by their accountant, set up files if needed, and make sure they have up-to-date legal documents such as a will, Power of Attorney, and advance directives.  We will set up a budget after ascertaining the income and expenses of the client.  We work effectively with family members, accountants, attorneys, social workers, and other professionals as appropriate.  Some client relationships have already lasted 15 years, an indication of the quality of our professional services and client care.

Contact Form