You benefit from
CUSTOMIZED SERVICES
We have the expertise you need
We work with our clients as partners and aim to provide the most effective and efficient services possible. We start with a consultation to discuss a client's situation and the various services that would best serve their needs. We establish customized services to simplify a client's life and give them peace of mind regarding their financial activities, many of which may be overwhelming or confusing.
Below is a brief summary of some of the services we provide.

Review and Pay Bills
We review and pay bills to ensure they are accurate and paid on time, avoiding late fees and making sure you have the cash flow to cover your expenses. We will contact businesses to discuss a bill that may contain overcharges or errors resulting from oversights or potential fraud.
Reconcile Bank Accounts
Keeping up with monthly bank statements and comparing them with your financial documents is important to make sure there are no unusual transactions. It also gives you the most accurate understanding of what money you have available, enabling you to make informed decisions regarding your spending and savings.
Organize Financial and Personal Documents
Making sure your important financial and personal documents are organized and knowing where to find them when needed is crucial. We can sort your documents and set up a filing system to keep track of them electronically and in hardcopy files so that they are easy to find and available when needed.
Review Medical and Long Term Care Claims
Understanding your insurance plans and keeping track of claims can be complicated and time consuming. We can help you better understand your medical and long term care insurance plans. We will review your claims to make sure they are accurately processed, you are receiving appropriate coverage for your claims, and you are not being billed for services you did not use.
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Organize Tax Documents
Preparing and filing tax returns requires you to provide your accountant or tax advisor with tax and financial documents. Making sure your documents have been received, organized and forwarded to your accountant or tax advisor can be a time consuming and overwhelming task. We can monitor receipt of your documents, organize them and work with your accountant or tax advisor to make sure they have the needed documents.
Review Credit Card Statements
It is important to regularly monitor your credit card statements for accuracy and potential errors or fraud. We reconcile credit card statements with receipts to make sure there are no issues, overcharges or unnecessary fees. We will contact companies, banks and other businesses if there are concerns.
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Track Spending and Develop a Plan
We can set up a spending plan to track your expenses and make sure your spending is in line with your income or assets. This allows you to understand in advance where your income is coming from and determine whether or not you will have enough money to do the things you need or would like to do.
Manage Mail and Paperwork
Sorting through your mail and paperwork and getting it organized can be overwhelming. We can help by setting up a system for reviewing and organizing your mail to make sure things are dealt with on time and documents are easily found when needed.
Monitor Accounts Against Fraud and Scams
Unfortunately, fraud schemes and scams are out there and older adults are likely to be the targets of many of the schemes. Older adults can be victimized without their knowledge or the knowledge of family or caregivers. Discussions regarding spending habits and regular monitoring of bank accounts and credit card statements can help enable the spotting of suspicious activities.
Collaborate With Other Professionals
We will advocate on your behalf and work with your other advisors and professionals (such as your accountant, attorney, investment advisor or other professional) to serve as part of your professional team. This helps alleviate stress and pressure by having a team working together on your behalf. The services we provide compliment the services of your other advisors and trusted professionals.