Money Management

Safe and Confidential Solutions

Creating safe and confidential solutions for your money management is essential. Whether you are struggling to manage a sizable estate or something 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 are safe and secure, we partner with a variety of financial professionals. These include financial advisors, CPAs, estate planning, attorneys.

From individuals to executors and estate administrators, were helping people with money management which includes:

Bill Payment Bills are organized and paid on time. Whether you prefer to pay online or pay by check, were 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 handle 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 doesnt have to be that way. We can help protect against fraud and deceit.

Negotiation with Creditors Sometimes its 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 working with your accountant to ensure that your taxes are prepared and submitted on time.

Resource Referrals Finding reputable, trustworthy 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 people with mental or physical challenges.

Call us today for help with money management concerns.

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