Taking care of an elderly family member
and need your own personal assistant?

Feel like you are drowning in household paperwork?
The ANA Group can help you get out from under the piles! 

Can’t travel because of Covid and need
someone close by to assist a family member?

Wishing you had more time with friends and family?

According to AARP, financial stability and rising healthcare costs are two of the most common worries facing older adults. The ANA Group helps seniors maintain their independence, dignity and security. We have been serving as fiduciaries, daily money managers and financial advocates by providing customized concierge-level services to individuals and families, since 2010.

We enable you to live your best life!

Our Services

Household Management  & Financial Organizing

Household Management
& Financial Organizing

Managing Life’s Transitions

Managing Life’s Transitions

Custom Concierge

Custom Concierge

Virtual Daily  Money Manager

Virtual Daily
Money Manager

A Trusted Advocate

A Trusted Advocate

Fiduciary Services

Fiduciary Services

What People Are Saying

 

“Amy Jo ALWAYS has the client’s best interests at heart and is fully engaged and committed to protecting their financial integrity and personal dignity. Simply the best!”

— Dan T., Estate Attorney

 

“Amy Jo is one of the most dedicated, caring and efficient professionals I’ve had the pleasure to work with. I dare say without a doubt that it is because of her education and advocacy that her client is thriving today.”

— Jullienne J., Geriatric Social Worker

“I just wanted to take a moment to say how much I appreciated your expert help. Your friendly, relaxed and professional manner was right on target.”

— Joan L., Client

 

“When my CPA husband fell ill with the Coronavirus this spring, the household financial responsibilities fell to me. I panicked, but Amy Jo Neill put everything in order and keeps it that way. She is professional and highly skilled!”

— Lyn H., Client