What We Provide

Banking & Notary Services

Assistance with bank deposits, withdraws, Certificates of Deposit (CDs), account issues, and monthly reconciliation of funds. We are able to provide Notary services for all residents of Indiana.

Bill Pay Assistance

Physical and electronic bill payments on behalf of our clients. Credit card and debit card monitoring.

Budgeting Services

Budgeting services focused on cash flow and expense management.

Insurance/Patient Advocacy

Assistance with insurance claims, senior care programs, nursing home placement and community-based programs for seniors.

Mail Sorting & File Management

Receive client mail, sort, process and archive as needed. Sort, organize and scan personal files and financial documents and archive.

How Does it Work?
  • Free consultation by phone or in-person to get to know your situation better.

  • Friendly, helpful staff available to answer your questions.

  • Customized plans and options to fit your needs and your budget.

  • No lengthy contracts and no large upfront costs.

  • Practical solutions and peace of mind!

Click here to view more details of how our service works.

Satisfaction Guarantee!

Your satisfaction is always guaranteed! If you are not satisfied for any reason, you can cancel our service at any time.


We provide a no late-fees and no termination of service guarantee. You will never experience either one of these events when you partner with Senior MoneyLife.


Click here to view our pricing options.