Personal Financial Assistant

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your best interest.

You get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your financial needs are being met.

You get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.

  • Assistance with check writing and checkbook balancing.

  • Making sure money is received, receipted, and deposited.

  • Offering second opinions regarding household issues and unexpected situations.

  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.

  • Planning retirement account distributions and safeguard against improper disbursements.

  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.

  • Preparing an inventory of personal assets and investments.

  • Identifying and planning their retirement income, needs, and goals.

  • Determining current and long-term cash flow needs by analyzing income and expenses.

  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.

  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.

  • Preparing, planning and filing income, trust, gift and estate tax.

  • Providing referrals to local services and agencies.

  • Arranging  transportation and other local services.