Our Services
Bookkeeping & Financial Services
- Mail management
- Records and paperwork organization
- Budgeting and bill payment
- Banking and investment account reconciliation
- Tracking of income and expenses
- Income tax preparation assistance
- Assistance with insurance coverage and claims
Estate Administration
- Executor of Estates
- Estate management
- Support for home cleanouts
Consulting Services
- Collaboration with care managers and medical providers.
- Liaison with other advisors such as CPAs, investment professionals and attorneys.