Financial Management Services

OACM provides Financial Management services through IOA's Marin-based Support Services for Elders. Together, OACM and SSE provide care coordination, household management, personal support, bookkeeping, and other assistance to help protect your financial affairs. Since 1989, Support Services for Elders has provided the highest quality of assistance, establishing a strong reputation with clients, attorneys, financial planners, and other professionals in Marin, San Francisco and the South Bay.

Support Services for Elders Services

All financial services begin with a needs assessment and an individualized plan of care. Regular updates are provided to family members and other caregivers. We work closely with clients’ existing professional support teams, such as attorneys, financial advisors, banks, health care providers, and other professionals. All services are bonded and insured.

Private Professional Fiduciary Services

• Our professional Fiduciaries are licensed under the State of California and hold the National Certified Guardian certification.
• They act as Attorney-in-Fact, Trustee or Designated Agent, and are governed by the California Probate Code.
• We accept Court Appointment to serve as Conservator, Trustee and Personal Representative of an Estate.
• Each Fiduciary is a member of the Professional Fiduciary Association of California, and exceeds its stringent educational, ethical and experiential standards.

Planning Ahead

• SSE provides consultation and advice regarding Powers of Attorney and Advanced Directives for Health Care
• SSE provides referral to legal assistance when necessary or requested
• SSE provides Five Wishes Advance Directive forms at no charge through IOA. Learn more about Advance Directives.

Support Services for Elders staff

Support Services for Elders' staff includes licensed clinical social workers, court-certified/state-registered professional fiduciaries, and bookkeepers--all with extensive experience managing the complex needs of older adults.