CSA Locator - Find A Certified Senior Advisor
Janet 2015 2

Janet Parkhurst

Certified since 2021-09-25
Email: janet@swflsilversolutions.com
Phone: 239-596-8966
Location: Naples, Florida 34109
Janet 2015 2
Main Industry:
Financial Services
Specialty:
Daily Money Management, Financial Services
Description of Services:

Professional Financial Organizer: assist with paperwork and essential documents
Bill paying and checking account reconciliation
Estate settlement process
Income tax preparation
Interface with family members and trusted advisors

Biographical Information:

My company is SWFL Silver Solutions LLC, located in Naples, FL. My husband and I previously owned a financial services practice in Ohio for 30 years. We sold our ownership in 2017 and moved permanently to Naples. I helped my mom move into assisted living and realized that I could bridge my experience and passion for helping older adults. I started SWFL Silver Solutions in 2019. I am also a member of NAPO (National Association of Productivity and Organizing Professionals), AADMM (American Association of Daily Money Managers) and Seniors BlueBook of Lee and Collier County.

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