what we provide

Administrative Tasks


Schedule appointments

Maintain calendar

Provide appointment reminders

Provide Medication Reminders

Schedule appointments with doctors and advisors

Answer the phone and take messages

Write letters and send emails

Read the newspaper or magazines

Answering the door and manage solicitors

Send Christmas, birthday or other holiday cards

Schedule household maintenance  

Clip and organize coupons

Plan vacations or trips

Make reservations

Provide Entertainment


Take you to a play/musical

Go to the movies

Watch TV together

Play music

Plan a picnic or outdoor excursion

Attend community events

Take a trip to the beach or park

Take you to club meetings

Take notes at meetings for you

Make crafts

Work on puzzles

Play cards and games

Read books

Go to the library

Create scrapbooks

Take a walk

Provide transportation to any appointments or events

Pleasant wake up and tuck in

*Some companions will travel with you on out of town trips



Drop off and pick up prescriptions

Prepare or set up meals

Prepare meals for future consumption

Do the grocery shopping

Check food expiration dates

Run errands

Care for pets

Basic cleaning

Make beds and change linens

Dust furniture


Wash dishes

Change light bulbs and filters

Take out the trash

Water and care for household plants

Organize and restock kitchen

Monitor diet and eating habits

Cook for entertainment purposes

your advisor can also

with our extensive network of partners we can arrange for and monitor the following services

  • Weekly medication management (filling pill boxes, ordering and picking up prescriptions etc…)
  • RN visits to the home
  • Patient advocate services by an RN at doctor’s appointment or the hospital
  • Therapy services
  • Financial management, bill payment and record keeping services
  • Organizational services
  • Move management within Jacksonville and surrounding areas including estate sales and downsizing
  • Inventory services
  • Fiduciary services

Interested in these services?

Please visit the Life Management Advisors web site as well.

Under Life Management Advisors we can provide daily financial management services, bill payment, organizational services, inventory services and fiduciary services. Our advisors have accumulated more than 50 years of experience as registered financial advisors, accountants, trust officers, legal assistants, bankers, guardians etc… We are fully insured and are members of the American Association of Daily Money Managers, the Florida State Guardianship Association and many local organizations.   

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