For professionals

Your guidance.
Practical follow-through.

SFCS provides ongoing financial administration for older adults and families, complementing the work of senior living placement professionals, care managers and senior care specialists, financial advisors, accountants and CPAs, attorneys, and other trusted professionals.

We help clients review incoming information, maintain records, track deadlines, and follow up on unresolved matters so important financial details are less likely to fall through the cracks.

Discuss a potential referral

A personal introduction

Meet your administrative support partner.

Practical follow-through that complements your professional role.

Professional Partners

A reliable partner for the details between meetings.

Ongoing financial administration that complements senior living placement professionals, care managers, financial advisors, CPAs, and attorneys through documented follow-through.

Read video transcript

Your advice is most effective when clients can organize their information, complete the necessary follow-up, and manage the financial details that arise between meetings. Hi, I'm Wayne Creef, founder of Senior Financial Concierge Services. I spent more than 30 years as a financial advisor specializing in retirement planning, including more than 20 years at Merrill Lynch and concluded my financial advising career at Raymond James.

Today, I help older adults and their families manage the administrative and organizational work that often falls outside the traditional roles of financial advisors, attorneys, accountants, care managers, and senior living professionals. That may include organizing bills and mail, maintaining financial records, tracking medical bills and insurance claims, providing fraud awareness and account oversight, compiling estate and legacy information, assisting executors with administrative organization, and helping families organize the financial details of a senior living transition. I also provide ongoing reporting and follow-through so clients and authorized family members or professionals can understand what has been completed and what still requires attention.

The client always remains in control. I work only with appropriate authorization, use appropriately limited account access and respect the boundaries of each professional relationship. Senior Financial Concierge Services does not provide legal, tax, investment, or financial planning advice.

Instead, I help clients stay organized, carry out agreed-upon tasks, and arrive at professional meetings better prepared. My goal is to become a reliable extension of the client support team, helping manage the details between meetings so you can remain focused on the specialized guidance only you can provide.

Experience and a defined role

Practical follow-through for the clients you serve.

Your clients may have sound advice and a clear plan but still need help gathering records, managing bills and completing next steps.

Wayne Creef saw these needs throughout his financial-advising career and founded SFCS to provide hands-on administrative support. Services include daily money management, financial organization, transition assistance and executor support, with responsibilities agreed in advance and updates shared only as authorized.

SFCS complements your work. We do not provide investment, legal or tax advice; matters requiring your professional judgment are referred back to you.

Meet Wayne Creef →

What ongoing support can include

Reviewing incoming bills, statements, and correspondence
Maintaining organized financial records and document locations
Tracking deadlines, outstanding questions, and agreed next steps
Following up on routine administrative issues with institutions and providers
Preparing authorized payments under an agreed approval process
Gathering records and coordinating follow-through with authorized professionals
Providing clear activity summaries and outstanding-item reports

When to refer

When to refer a client

A client may want help as paperwork accumulates, responsibilities change, or agreed next steps remain unfinished. The client retains control; updates go only to people they authorize.

Senior Living Placement Professionals

Families considering a community ask, “Can I afford this?” SFCS helps organize income and current expenses, compare written community costs, and identify monthly gaps and questions for qualified professionals before a decision.

Explore Senior Living Financial Readiness →

Care managers and senior care specialists

Bills, insurance paperwork, or unfinished financial tasks complicate care. SFCS helps organize records, track open questions, and follow through with authorization.

Financial advisors

A client needs administrative follow-through between meetings: gathering statements, organizing records, and supporting everyday bills under agreed permissions and approval procedures.

Accountants and CPAs

Missing statements, receipts, and disorganized records delay tax preparation. SFCS helps gather and organize the records and track outstanding requests so you can focus on your professional work.

Attorneys

A client or authorized family member needs help gathering documents and completing administrative follow-through related to estate planning or a life change. SFCS organizes records and tracks agreed next steps alongside the client's attorney.

Recognize a situation like these? Obtain the client’s permission before making an introduction or sharing identifying details. You can discuss a possible fit in general terms without sending confidential records.

Discuss a potential referral

Working together

Clear permissions. Clear responsibilities.

Communication and information sharing follow the client’s written authorization and the agreed scope of service.

1. Introduce the need

Share this page with the client or contact SFCS to discuss a potential fit in general terms. Obtain the client’s permission before making an introduction or sharing identifying details.

2. Agree on the support

We speak with the client about priorities, initial organization, ongoing responsibilities, cost, and who may receive information. A guided conversation and review help us understand the client’s needs and agree on Family Ready work or other support; no questionnaire is required before the complimentary conversation.

3. Maintain follow-through

Within the agreed plan, we track open matters, maintain records, and provide updates to authorized recipients. Questions requiring professional judgment are directed to the appropriate advisor.

SFCS does not provide legal, tax, investment, medical, insurance, or financial-planning advice. We do not serve as executor. A limited financial POA role requires a separate engagement and begins only after attorney-approved documents, appropriate insurance, and institutional acceptance are in place. We can help coordinate institutional acceptance of existing POAs, obtain institution-specific forms, and track requirements with the client’s named agent and attorney. Each institution determines acceptance.

An ongoing working relationship

Getting organized is where we start. Staying organized is where we help.

Monthly plans provide regular review, record maintenance, issue tracking, and reporting at the level the client needs. A review of the client’s needs, the physical file organizer, and appropriate digital tools support that work. Complimentary Everplans digital vault is included with the $500 Family Ready and both monthly plans. Monarch is included with both monthly plans. Essential Support includes SFCS-paid EverSafe Plus, and Concierge Support includes SFCS-paid EverSafe Gold, with no additional subscription charge. SFCS reviews relevant alerts during regularly scheduled financial reviews; Concierge Support includes additional assistance coordinating responses to suspicious activity. SFCS does not provide 24/7 human monitoring.

Focused one-time organization is also available. We help the client determine whether a defined project or continued monthly support is the appropriate fit.

View monthly support plans

Communication you can understand

See what reporting can look like.

Our fictional sample reports illustrate completed work, matters in progress, upcoming responsibilities, and decisions needing the client’s attention. Actual reports reflect each client’s agreement and permissions.

View sample reports

Start with a conversation

Discuss how SFCS could help a client.

Call or email Wayne to discuss a potential referral or learn more about working together. Keep the initial inquiry general; do not send client financial documents, account numbers, medical information, or other sensitive details through ordinary email. We will explain an appropriate secure process if records are needed.

Start a professional conversation

Call or text: (757) 815-6453contact@seniorfinancialconcierge.com

Your guidance.Practical follow-through.