Hello, I'm Janet Parkhurst

Certified Senior Advisor®

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Call 239-596-8966 to set up an appointment to meet Janet in person.

My husband and I owned a financial services practice in Ohio for 30 years, serving over 400 client relationships.  I have always enjoyed serving others and using a disciplined approach for solving problems. 

I helped my mom move into a senior living community a few years ago and quickly identified with the issues presented to the senior residents.  I realized that I could bridge my financial experience and desire to resolve problems to assist older adults with their financial matters.  It can be confusing and overwhelming, trying to decide what to save or do with financial, tax, and medical paperwork.  Compliance and systematized procedures were a main focus of my career, giving me a deep understanding of the importance of proper record keeping and documentation.

I am passionate in helping others create and maintain organized living spaces that fit their lifestyle.  Decluttering and organizing can help reduce stress, bring happiness, and allow you to spend time doing the things you enjoy.

 

SWFL Silver Solutions' mission is to provide personalized financial and organizing services with compassionate and easy-to-follow processes so that our clients can experience peace and freedom from administrative chaos and frustration. For your added reassurance, I am fully insured and bonded and have cleared a full background check from Global Investigative Services.  As well as being a Certified Senior Advisor (CSA)®, I am a member of the National Association of Productivity and Organizing Professionals (NAPO), a leading resource of education and industry research.  Additionally, I am a Member of the American Association of Daily Money Managers (AADMM).  I adhere to the codes of ethics of the organizations of which I am a member to serve in the best interest of my clients.

 

I’m very excited about meeting you and making a difference in YOUR life!

*Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials and education signify. The CSA certification alone does not imply expertise in financial, health or social matters. For more details visit: www.csa.us