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FINANCIAL SERVICES

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The Women’s Institute for a Secure Retirement (WISER) is dedicated to the education and advocacy that will improve long-term financial quality of life for women.

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In partnership with highly qualified volunteers Whistlestop offers free financial consultations in the areas of insurance, taxes and financial services. By appointment only.

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Find financial assistance for assisted living, home care and home modifications for aging in place; understand all your financial options for aging care.

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Our case managers are available to work with you individually to help plan a monthly budget and improve your sources of income or reduce your expenses over a period of time.

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We help Bay Area homeowners achieve a more comfortable retirement. We have many reverse mortgage lenders programs. Our clients use the reverse mortgage to eliminate monthly mortgage payments, enhance their retirement income, and build a financial safety net. Both HECM and JUMBO reverse mortgage loans are available. Dominique Stevens, NMLS#332121/1600082.

Website: liheap.org
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Home Energy Assistance Program provides one-time emergency financial assistance and free weatherization upgrades to eligible households.

Website: Sco.ca.gov
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Property Tax Postponement Program allows homeowners who are seniors, are blind, or have a disability to defer current-year property taxes on their principal residence if they meet certain criteria.

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State program that provides discounted home phone and cell phone services to eligible households. Also help with lowering monthly phone bills.

Website: pge.com
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California Alternate Rates for Energy – Program provides discounts on utility bills for low-income households. Call for eligibility.

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Free, tax preparation service for low-to-moderate income taxpayers, especially those over 50. Locations available in Marin County Counseling is offered on debt management, saving and investing, and consumer protection.