Safe and Confidential Solutions

It is essential to create a safe and confidential solution for your money management. Whether you are struggling to manage a sizable estate or something a more modest, our money management solutions can offer you the support you need. From bill payment and personal banking to fraud review and tax document review, we can help.

To ensure that your money and assets is safe and secure, we partner with a variety of financial professionals. These include financial advisors, CPAs and estate planning attorneys.

From individuals to executors and estate administrators, our help with money management includes:

  • Bill Payment – Bills organized and paid on-time. Whether you prefer to pay on-line or pay by check, we’re here to help.
  • Checks and Credit Card Accounts – Review of balances and account status are helpful practices to ensure everything is in order.
  • Personal Banking – We ensure you correct services and handling disputes. We resolve issues and get answers to questions. We obtain resolution around late fees or unauthorized charges on your behalf. We monitor due dates and beneficiary designations..
  • Budgeting – Evaluating available income and expenses is critical. With this information, you can develop an effective personal budget.
  • Fraud Review – Fraud is a reality and scams today are sophisticated. This alone can leave you feeling increasingly vulnerable. Fortunately, it doesn’t have to be that way. We can help protect against fraud, deceit, and exploitation.
  • Negotiation with Creditors – Sometimes it’s necessary to negotiate a payment extension or a payment plan. Also, credit problems may have occurred and need to be resolved.
  • Medical claims – Understanding health and dental insurance benefits can be complicated. We can help identify and understand the various benefits and entitlements available to you.
  • Tax Documents – Tax preparation and proper filing can be intimidating. This is especially true at tax time. We can assist with organizing receipts, understanding deductibles and work with your accountant to ensure that your taxes are prepared and submitted on-time.
  • Resource Referrals – Finding reputable, trust worthy service providers, and vendors can be a significant source of stress. We can help find the right, vetted professionals for a variety of resources. This includes services for for people with mental or physical challenges.

Call us today for help with money management concerns.