Personal Financial Management

Various circumstances may require an individual or family to seek outside assistance in managing finances. Lack of time, illness, disability, aging, divorce, and death are just a few examples. We provide:

• Basic bookkeeping, bill paying & budgeting
• Document management
• Organization of paperwork and sorting through mail
• Daily cash management
• Budget management
• Preparation of monthly financial statements
• Coordination of all income tax filings and estimated payments
• Management of family limited partnerships and small businesses
• General insurance claims assistance
• Medical claims, insurance evaluation and tracking
• Oversight of real property management