Caregivers Resource Group

Flat-Fee Financial Advisor for Family Caregivers | Pittsburgh, PA — Serving Clients Virtually Nationwide

Helping Sons, Daughters, and Parents Make Confident Financial Decisions About Care - and About Their Own Future

When care responsibilities enter your life — whether you’re helping Mom or Dad now, preparing ahead, or balancing your own retirement plans - I help you organize your finances, documents, and decisions with calm, clarity, and confidence.

Fiduciary financial guidance built around real life, not investment minimums

Schedule Your Strategy Call

Caregiving Looks Different for Every Family. Where Do You Fit?

For Sons and Daughters

You’re handling care decisions, paperwork, and finances for Mom or Dad — while still trying to protect your own financial future.

Let’s simplify what comes next for both lives you’re managing.

START HERE

For Parents

You want to make things easier for your kids, stay independent as long as possible, and get organized before a crisis.

We help you plan confidently and clearly, so your family isn’t left guessing later.

PREPARE NOW

For Families in Transition (Multigenerational)

Your family is trying to stay on the same page and do the right thing — but things still feel unclear.

Let’s build a cohesive family care strategy everyone understands and can follow together.

GET ON THE SAME PAGE TODAY

Caregiving Is a Family Story

Caregiving rarely affects just one person. It touches moms, dads, sons, and daughters — and sometimes three generations at once. When one person steps in to help, everyone’s life and finances shift in some way.

At Caregivers Resource Group, we help families coordinate the financial side of care so each person knows their role, and no one carries the burden alone.

It’s about creating clarity, communication, and confidence for every generation involved.

FamilyCare Resource Center

Simple Tools and Guidance for the Financial Side of Care

Caregiving doesn’t come with a manual — but we’re building one you can actually use.

The FamilyCare Resource Center will soon include short videos, checklists, and articles to help you stay organized, plan ahead, and make confident financial decisions when care responsibilities arise.

Coming Soon:

Quick, 3-minute videos on caregiving and financial planning

Downloadable checklists for the first 30 days of careStep-by-step guides for organizing documents

Articles explaining taxes, benefits, and long-term care costs

NICE TO MEET YOU

I’m Scott P. Bown, MBA, CFP®

Founder, Caregivers Resource Group

After more than 20 years in financial services — and serving as Power of Attorney and Executor for my own family — I saw how caregiving can turn a family’s finances upside down overnight.

Now, I help family caregivers and those planning ahead get organized, plan with confidence, and make decisions that protect both loved ones and long-term goals.

Flat fees. Fiduciary advice. Real-world support when care and money collide.

READ MY STORY

Real Situations I Help With

"We’re not sure if Mom should stay home or move."

You want to make the best choice — emotionally and financially.

We walk through the actual costs, care options, and impact on family resources so everyone feels informed before deciding.

"I suddenly have to take over everything for Mom or Dad."

A medical emergency, a new diagnosis, or an unexpected fall — and now you’re in charge of bills, accounts, and decisions.

We help you get organized fast, outline what needs to be handled first, and bring structure to the chaos.

"I want to help my kid I’m not sure how much I can safely give."

You want to support your children but also protect your retirement and possible future care needs.

We project your income, expenses, and potential care costs so you can give confidently — without jeopardizing your own security.

Comprehensive Planning Areas

Practical, Flat-Fee Guidance for Families Navigating Care and Finances

We help you understand both sides of your financial life — the caregiving responsibilities you’ve stepped into and your own personal goals for the future.

Tax Planning & Year-End Strategy

Caregiving and taxes are more connected than most people realize.

We review your returns for missed credits, deductions, and planning opportunities — so you can keep more of what you earn while supporting loved ones.

Explore Tax Planning

Insurance & Risk Planning

From health and long-term care coverage to life and disability protection, we help you understand what’s in place, what’s missing, and how to fill the gaps without overspending.

Review Coverage

Estate & Legal Readiness

Power of Attorney, beneficiary designations, account access — we make sure your financial and legal documents align with your care plan so your family isn’t caught off guard later.

GET ORGANIZED

Multigenerational & Family Transition Planning

Caregiving affects more than one generation — parents, adult children, and sometimes grandchildren.

We help families coordinate finances, responsibilities, and communication so care and legacy plans stay clear, fair, and future-focused.

PLAN TOGETHER

Investment & Income Strategy

You still need a solid investment plan, retirement income strategy, and Social Security decisions.

But now you’re also navigating the financial realities of care — for your parent, spouse, or future self.

I help you understand both sides.