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SERVICES > FINACIAL MANAGEMENT

“Personal” Chief Financial Officer

For:
> Elderly clients
> Busy entrepreneurs
> High net worth individuals
> Clients with complex financial circumstances

Individualized services include:
> Monthly bill paying
> Cash management
> Budgeting and accounting
> Monthly financial statements
> Liaison with CPA for income tax issues
> Liaison with investment advisor for monitoring investments
> Insurance administration
> Document management

Agent Under Financial Power of Attorney
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