Monthly Bill Pay Assistance

At times, you may find you need a little assistance with ongoing management of the financial affairs of a family member or yourself. Our firm will provide that assistance so you can be sure that monthly bills are being reviewed for acuracy and legitimacy, then paid on time. This can provide peace of mind and relief to you and your loved ones.

Monthly Bill Pay Assistance can include any of the following as well as other tasks customized to your personal needs:

  • Payment of Monthly Expenses
  • Financial statement reconciliation
    • Bank Accounts
    • Brokerage Accounts
  • Receipt of Mail
  • Deposit of Funds Received
  • Reconciliation of Medical Insurance Benefit Statement Compared to Medical Bills Received
  • Preparation of Personal Income Tax Returns