
Personal Finances
Our personal financial services are customized to meet your needs and include the following:
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Pay bills by preparing checks or online
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Open and organize mail
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Set up and maintain financial files for CPA/tax accountant, attorney, and/or financial advisor
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Reconcile bank and credit card accounts
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Monitor bank and credit card activity for accuracy and/or any suspicious activity
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Prepare and deliver bank deposits
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Decipher medical insurance paperwork and verify proper processing of claims
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Handle vendor payment questions and disputes with the assistance of the client
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Process and submit bills to a special needs or disability trust
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Submit claims to long term care insurance and confirm the accuracy of the reimbursement
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Advocate on behalf of the client to connect with other service providers
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Refer clients to investment, legal, and CPA/tax accountant professionals
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Interact with professional advisors on the client's behalf
We'll Come to You!