Improving the quality of life for older adults

CPA Secure Aging helps seniors remain independent and navigate life’s changes by managing their care and finances. We track and monitor income sources; assist with benefits applications; review, pay and track bills; reconcile bank accounts and more. Click on the titles below for more information about our three convenient service plans.

 
Our basic service is for the senior who simply needs a little assistance with monthly statements, including bills, banking and review of incoming mail.
 

 
The enhanced service also monitors bank and credit card accounts for fraudulent or predatory activity, added assurance for vulnerable seniors.
 

 
For seniors with mental or physical impairments, our advocacy service is crafted to include oversight of health care and monitor safety and well-being.

Our Mission

We transform the weight of the world into a sigh of relief for our senior clients and their concerned family members.

”Read
  • Kim from Ohio
    “You have truly been a godsend. I really appreciate these amazing updates… It sure sounds like...
More Testimonials
CPA Secure Aging Brochure

Our Brochure

Click on the cover image to access a PDF version of our services brochure.  
CPA Secure Aging

3711 Cortez Road West, Suite 200
Bradenton, Florida 34210   USA
Office: (941) 761-9338
Info@cpasecureaging.net