At Redlig Financial Services, we have a strong commitment to the local communities in which we serve. Our mission is to strengthen local communities by providing them with important tools and information to get and stay organized.

We understand that you lead a busy and complicated life and you are constantly challenged to attend to your needs and commitments. Getting organized should not happen in a crisis situation such as a family emergency. When you reach out to a lawyer or accountant, it is important to be prepared, by being well organized. To help you accomplish this, we have developed a few important documents meant to identify important information you may maintain and keep up to date.

Personal Financial Information (Microsoft Word File)

Savings & Spending Planner (Microsoft Excel File)

The following document can be used in assembling the proper documentation necessary to file a Medicaid application:

Income and Expense Worksheet

In addition, as a public service, we have created a magnet designed to capture important information, further evidencing the value of our services. 

Download Adobe Acrobat to view these files. 

 Babysitting Magnet  Seniors Magnet

If you don't already have one, simply contact us and we'll send you one for free.