People today are bogged down and
overwhelmed with their affairs. We come in, provide an
assessment of what needs to be done and then perform it.
It is highly personalized and something you should expect from
from us. We can pay all of their bills,
maintain their bank accounts, track their spending via credit
and debit cards, and keep track of all investment activity
flowing through brokerage and retirement accounts, handle
household and small business payroll, prepare their tax filings
and so much more. It doesn't matter if it's for you, your
aging parents, or your business. These matters are
important and no doubt causing you lots of stress.
Consider some of the classic
reasons why clients call us:
More often than not, someone
is in crisis, such as a threatened eviction or utility
cut-off, all because someone's financial commitments haven't
- They get a notice from the Internal Revenue Service
about something not being paid and they have no idea what it
means or what's wrong.
- The mail never seems to stop coming and it
is taking forever to get through all of the paperwork.
death of a significant other who was handling all of the
finances and now it's the spouse's problem for the first time
in their lives.
- Paperwork from unpaid medical bills piles up and goes
unattended, resulting in notices from creditors
- They are being threatened to be placed in a
nursing home because they cannot keep up on their finances
Don't fool yourself; mistakes
happen to all of us. And when they do, it always costs you money,
whether it's a bank charge, a late fee, finance charge, fine or
late penalty. This is just one of the reasons why the
banks and financial institutions make so much money. Most
of our clients are surprised when we tell them exactly how much
money they've been paying and how we will make this all go away.
When we first get involved with prospective
clients, they are surprised to find out how much money it is
costing them in bank charges and other unnecessary fees that can
be eliminated with our services.
|We are about organizing
your finances. They are cumbersome, time
consuming, disparate and involved. We make order from the
web of paperwork you get in the mail, and ensure that your
affairs are maintained and are totally in order.
|We are about completing your
income tax return.
The process seems to grow in complexity on a yearly
basis, with new and more complicated tax laws coming out every
year. Maximize your tax deductions. We can explain
|We are about handling your payroll.
We use our own branded payroll service to pay the salary of your
employees (such as a caregiver, home-aide, nanny, and
babysitter). There are no hassles or worries since your
taxes and payroll will be performed on-time.
|We are about providing one
face to our clients needs. No matter how complicated a
client's finances are, or how unique their requirements might
be, we offer a full range of services and solutions meant to
solve any problem or issue.
We look at our role as a Trusted Financial Advisor and we
work hard at building that relationship. While our services
are broad and diverse, it is purposely designed to meet the needs of
unique and complicated family financial issues. While it
is clear that not everyone will need all of our services, our business model
is built around picking the right services for your specific