Money Management Services

Do you need assistance with "money issues"?

Does mom or dad?

  My office will relieve your stress!

Our Services include:

Bill Paying Assistance

Account Reconcilliation

Assistance with Creditors

Mail Review/Organization

Appointment Setting and Reminder Services

Organizing Bills, Insurance Documents & Tax Records

Referral Service - Lawyers, Tax Professionals, etc.

Assist with Provider Disputes

Identify, Cancel and Stop Contests, Sweepstakes and other Fraudlent Activity

Agreed Upon Customized Services

We are 

Final Expense Planning Specialists

Please ask about our services!

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Senior Real Estate Specialist trained

Real Estate Referral Agent

Mobile Notary Service

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Billing is available as services are provided or monthly.

(Family members, with our client’s approval, will be updated as requested/needed by email.)

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Credit card payments now accepted for all services - except insurance and real estate related payments.