We can provide a little help or take over any of the following chores on your behalf:

• We make sure your bills are paid, no more late fees or worrying about how to complete this chore
• Resolve your insurance and medicare claims
• Accompany clients to meetings with professional advisors to advocate for client and take notes  
• Home management services
• Tax organization services (organize papers and calculate basis for investments)
• Tax planning services
• Budgeting and cash flow planning
• Consolidated investment reporting
• Conservatorship services
• Trust administration
• Assist with applying for government benefits and community provided resources
• Assist with using and learning technology computer, phones etc.

Our Service Agreement is customized for each client to list the specific services you have selected and our Power of Attorney limits our actions to fit your specific requirements.  We are BONDED for your Peace of Mind