About

As we age, we eventually face the choice of whether to manage our own financial affairs or seek professional support. This decision becomes particularly important when our adult children are involved, especially if they live out-of-state. Many adult children are concerned about how to help their aging parents stay in their homes, often leading them to consider a private fiduciary or professional trustee.

At Age Link Personnel Services Inc., we assist in situations where:

• There are no children
• The children have passed away
• The children live outside the local area
• The children are in conflict
• The children are handling bills from their parents' accounts
• The parents need help, but the family is unsure where to turn
• The parents simply no longer want to manage their finances

We are dedicated to helping seniors throughout the Inland Empire and nationwide understand their options and make the best decisions for themselves and their families. Your physical and financial well-being is our top priority. We offer a broad range of support and management accounting services designed to help you maintain your independence, protect your assets, and ease the burden on your loved ones. Our services include:

• Bookkeeping for seniors
• Fiduciary services
• Senior tax assistance
• Trust accounting
• Professional trustee services

Each client has unique circumstances and a compelling story. We start by getting to know you, your background, and your future goals. From there, we assess your financial needs to develop solutions that support you and your family for years to come.