Introduction: Personal expense management services meet the needs of people who are having a hard time with their bill paying and paperwork needs, despite their ability to manage their daily living tasks.
We help collect, evaluate, and organize assets in order to identify the best solution. We can give explanation regarding your budget requirements and financial statements, and we can research billing disputes.
We are aware that people live longer, and that medical, as well as other expenditures, have become more complicated for all of us, particularly for the elders.
Puzzled with online banking or e-bill payment? Not being able to understand it can result to higher costs because of fraud, late payment of bills, or paying a wrong creditor.
Are you traveling or relocating? Why deal with the changing of mail address, etc.?
We carry errors and omissions coverage for your protection.