In 2001, after spending two years as a senior services volunteer and four years providing transportation to seniors, I started a senior services administration business called Have Pen Will Travel LLC.  I recognized that seniors had needs that directly impacted the quality of their lives, which weren’t being fulfilled by any currently available type of service provider.  Caregiving agencies provided for medical and physical support; accounting firms provided tax services, and lawyers provided legal advice. However, there was no one service which provided reasonably-priced administrative assistance in the following areas to seniors and their families:

  • Liaison between government entities (Internal  Revenue Service, Medicare, Social Security), medical insurance companies, medical service providers, credit card agencies, banks, investment brokers, tax preparers
  • Paying bills and balancing accounts
  • Active in the investigation of financial fraud to bring about the conviction of perpetrators of fraud
  • Monitoring caregiving situations and reporting abuse
  • Creating and maintaining filing systems, including file retention procedures
  • Reconciling medical bills with insurance payments
  • Tax documentation preparation for tax preparers
  • Reconciling bank accounts

Paying for each of these services separately adds up quickly! Have Pen Will Travel LLC helps keep money in your pocket instead of flowing right down the drain…

Money down the drain

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