Kuntz Lesher Capital

Eldercare Services

Kuntz Lesher Capital LLC understands that managing financial resources wisely is vital to maintaining independence. By seeking guidance in the management of finances and investments, you can ensure that you or your loved ones will live an independent lifestyle for as long as possible.

A Kuntz Lesher Capital Eldercare Administrator can customize a plan to cover a wide variety of needs - from financial services, like paying bills on time, to more complex needs, like estate planning. When you trust the supervision of your financial responsibilities to specialists, you are investing in professional assistants who embody integrity and reliability.  At Kuntz Lesher Capital, we have high ethical standards and will apply those standards to the care of your accounts. Our specialists include a Certified Financial Planner, Certified Public Accountants, and a Certified Medicare Supplement Accredited Advisor.  By utilizing eldercare services, you can enjoy the freedom, security and comfort of knowing that experts are handling your fiduciary responsibilities. These services may include:

  • Receipt, Deposit and Accounting for Income
  • Payment of Bills
  • Supervision of Investments and Household Expenditures
  • Preparation of Payrolls for Sitters and Nurses
  • Management of Real Estate
  • Monitoring Medical Insurance Reimbursements
  • Protecting Clients from Financial Predators
  • Evaluation of Financial Feasibility of Care
  • Reports to Client and Family Members on Financial Affairs and Observations
  • Tax Planning and Compliance
  • Estate, Gift and Trust Planning
  • Succession Planning
  • A comprehensive planning approach helps families evaluate their present and future needs and appropriately allocate resources to meet them. Our professionals are available to guide you through the planning process and assist you in creating a blueprint for how future financial obligations may be administered.

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    ©2008 Kuntz Lesher Capital LLC
    This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Offer of services under this announcement is exclusively and strictly limited to legal residents of PA. Investment Advisory Services offered through Kuntz Lesher Capital LLC. Financial Planning & Tax Services offered through Reinsel Kuntz Lesher LLP. Kuntz Lesher Capital LLC is a subsidiary of Reinsel Kuntz Lesher LLP.