Personal Business Services - Confidential Money Management is Our Calling
206.524.8939
Personal Business Services - Confidential Money Management is Our Calling
206.524.8939
206.524.8939
206.524.8939
Established in 1980, we have continuously focused on serving elders in Seattle, helping to meet each client's unique needs as they age. Every day we learn from our clients what it means to grow older in our rapidly changing world.
Do you need help with balancing a checkbook or interpreting statements from the broker? We have provided quality money management assistance for seniors since 1980.
Do you need a Power of Attorney, Trustee, or Personal Representative/Executor? In consultation after reviewing your individual needs, we are qualified to serve.
Do you find it difficult to remember what to tell your doctor or what to do when you get home from a visit? Are you struggling to decide whether to age at home or in a facility? We will work closely with a care manager to help you make decisions that optimize your quality of life.
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