What We Offer

Services Built Around Your Life

Every engagement is tailored to the individual. Whether you need a trusted advocate for daily life management or a designated POA Agent for full fiduciary oversight, ISS provides ethical, professional support — always guided by Honesty, Trust, and Integrity.

Service Tiers

Choose the level of support that fits your situation

  • Senior reviewing financial documents with a trusted advisor

    Tier 1 Service

    Professional Power of Attorney Services

    When you need someone who can truly act on your behalf, ISS steps in as your designated Agent under a Power of Attorney — handling finances, coordinating care, and managing the details of daily life with full fiduciary accountability.

    • Bill payment and financial transaction management
    • Bank account oversight (online access, no unauthorized transfers)
    • VA and government benefits advocacy
    • Medical appointment liaison and care coordination
    • Household coordination — repairs, vendors, pre-approved spending
    • Mail collection, scanning, and management
    • Monthly financial reporting to family or designated contacts
    • All Tier 2 services included for continuity of care
    $1,200/mo retainer · includes 10 hrs · $125/hr thereafter
    Schedule a Consultation
  • Caregiver advocate supporting a senior client

    Tier 2 Service

    Advocacy & Life Management

    Tier 2 provides professional advocacy and daily life management — keeping house organized, monitored, and reported so seniors and their families have peace of mind without the formality of a POA.

    • Mail handling, monitoring, and forwarding
    • All payments are made by the client
    • Hurricane Preparedness Assistance
    • Financial oversight with monthly reporting
    • VA and government assistance navigation
    • Appointment scheduling and coordination
    • Home oversight and vendor coordination
    • Regular check-ins and status updates
    $600/mo retainer · includes 8 hrs · $75/hr thereafter
    Schedule a Consultation
  • Professional consultation with a senior couple

    Flexible Option

    Hybrid Packages

    For clients whose needs evolve over time, Hybrid Packages combine monthly Tier 2 advocacy with the option for ISS to step into a POA role as circumstances require — providing a flexible, scalable solution that grows with you.

    • Monthly Tier 2 retainer as the foundation
    • POA authority activated only when needed
    • Seamless transition between advocacy and fiduciary roles
    • Customized service scope and spending limits
    • Ideal for clients anticipating changing needs
    • Written notice required to upgrade, modify, or pause
    • Transparent billing — no hidden fees
    • Consistent point of contact throughout
    Custom pricing based on scope — contact us to discuss
    Discuss Your Needs

Client Authorization

You decide what we're authorized to do

Every client engagement begins with a clear authorization checklist. You choose exactly which services ISS is permitted to perform — nothing more, nothing less. Limits, conditions, and spending caps are documented and respected at all times.

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ServiceAuthorized

Mail collection & management

e.g., scan and forward weekly

Bill payment

Client will be informed of every dollar spent

Bank account login

Online access only — no transfers without POA

VA / government assistance advocacy

Communicate with VA or benefits offices

Household coordination

Repairs and services within pre-approved spending limits

Medical/Facility Advocacy

Liaison only — ISS is not medically certified but can help find the right medical providers

POA-level financial decisions

Applicable under Tier 1 / POA only

Authorization is documented in writing at engagement start and can be updated at any time with written notice.

Service Terms

What you should know before we begin

Unused hours don't roll over

Retainer hours are allocated monthly. Unused hours within a billing period do not carry over to subsequent months.

POA requires a signed agreement

Tier 1 engagement requires execution of a Power of Attorney agreement naming ISS as Agent before services begin.

You stay in control

Clients retain the right to upgrade, modify, or pause service tiers at any time upon written notice, subject to mutually agreed terms.

Ethical standards always apply

All services are provided faithfully, ethically, and professionally — consistent with ISS's guiding principles of Honesty, Trust, and Integrity.

Not sure which tier is right for you?

A free consultation is the best place to start. We'll listen, ask the right questions, and recommend only what genuinely fits your situation.