Elder Financial
Safety Center

The Elder Financial Safety Center at The Senior Source is a safe and trusted place for older adults and their loved ones to get expert, professional, and unbiased guidance to ensure financial well-being- from essential needs to helping those who have experienced financial exploitation. Launched in May 2014, it is the first of its kind in the nation to address the financial security of older adults through prevention, protection and prosecution services. This center is made possible by the W.W. Caruth, Jr., Foundation of Communities Foundation of Texas.

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Utility Assistance
ELECTRICITY: Ambit and TXU
GAS: Atmos
More Info
CONTACT: Julie Krawczyk, Director
CALL: 214-525-6157
EMAIL: JKrawczyk@TheSeniorSource.org
About

Shield Our Seniors App

This app assists those who interact with older adults in their professional or personal life to detect and protect them from elder abuse. The free app is available for iPhone and for Android devices. Learn more at the video here:

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Our Focus

Prevention

Prevention from too little income and too much debt, as well as frauds and scams. This can include financial coaching, benefits assistance, money management, budgeting, debt management, and more.

Protection

Protection for those vulnerable who are struggling to manage their daily affairs and are commonly exposed to financial predators.

Prosecution

Prosecution for cases involving the exploitation and abuse of elderly victims, Specialized investigators are dedicated solely to ensuring justice is achieved through the prosecution of financial crimes.

Our Services

We Help Seniors with Financial Safety

Benefits Assistance

Our Benefit Assistance services are designed to give you a boost to your finances during times of need. We are a National Benefits Enrollment Center, which means we can assist people age 50+ with applying for the following programs: SNAP, Medicare Savings, Extra Help and Medicaid. Eligibility for these benefit programs is based on income and assets. The application process can be challenging, but we have trained counselors to help manage the process step-by-step.

Budgeting

Achieving your financial goals can be challenging without creating or maintaining a budget. Budgeting is a way of being accountable to yourself, your needs, or anyone that depends on you financially. It’s a way of telling your money where to go, instead of wondering where your money went. We can assist you in this process of taking control of your money and your life.

Debt Management

Financial debt causes stress and anxiety that can take a toll on you and your family. You may feel like you’ll never catch up. Our financial experts will work with you, making sure you understand what options you have to decrease or eliminate debt. We help reduce the burden that debt can cause, so you can focus on living and enjoying your life. 

Employment Services

Looking for a job? The employment search can pose big challenges for older jobseekers. If you’ve been out of the job-hunting market for a while, you’ll soon learn that everything has changed. On the other hand, more and more employers are realizing that older employees have much to offer, including experience and reliability. Once you understand what hiring managers look for and how they choose employees today, you’ll maximize your chances. With the right tools, you can be successful!

Filing a Fraud Complaint

Financial fraud occurs every 15 seconds. At the Elder Financial Safety Center, we provide education, resources, and tools to help you prevent financial fraud and protect yourself from scams.

Scammers are sophisticated and use minimal details they can find about you online, from your mail, or someone you know to make up stories and scenarios that seem real or possible to get you to fall for their scam.

Financial Coaching

It is never too late to work toward goals. We work one-on-one with our clients to help you achieve your financial goals. Our coaching method is based on trust and accountability. We establish a safe space with no judgments. We will work alongside you, helping you navigate the roadblocks while achieving success along your journey to financial security and individual empowerment.

Insurance Counseling

Insurance plays an important part of our everyday lives, whether we like it or not. It helps us offset the risk of the unexpected, like auto accidents, property damage, illness, and injuries, and unfortunately, the loss of life. Making decisions about insurance can be confusing and intimidating. We help older adults feel comfortable about making decisions when it comes to insurance; guiding you through the process of what is and is not appropriate for your needs.

Money Management

Some older adults live alone, have become isolated or have no family or support network. These adults can become vulnerable to financial abuse, fraud, and scams. Others have diminished financial capacity and are not able to manage their day-to-day affairs. We assist older adults in these situations, helping make sure bills are paid, assets are protected, and basic needs are met. We do this through case management and a dedicated staff of trained volunteers.

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Wills Clinic

Free Assistance Drafting Your Last Will and Testament

We host a free Wills Clinic several times a year in conjunction with the Dallas Volunteer Attorney Program. If you would like to be added to the interest list for these events, please email us or visit our calendar to see the upcoming dates and locations.

You must meet these minimum qualifications to attend this event:

  • Dallas County Resident
  • 50 or older
  • Limited Income
  • Citizen or Legal Resident

Please note: Limited spots are available. You will receive a confirmation call or email confirming your spot before the event.

We’re Here to Help

VIDEO RESOURCES

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