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 and offer concierge services, assisting clients with their paperwork, non-investment related financial questions, bill paying and statements reconciliation, QuickBooks Online, estate settlement, technology issues, downsizing and general decluttering, and also work with their trusted advisors and family members. 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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