Redlig Financial Services is one of New York's premier Daily Money Management firms, serving the needs of busy families, small businesses, expatriates and the elderly throughout the tri-state area.  Our mission is to alleviate the financial burdens placed on families by outsourcing these important affairs and responsibilities to us.  We become the Trusted Financial Advisor in important matters and provide an unbiased opinion on important financial issues.   How many times have you made decisions, only to find out that you did not get all the facts.  We strive to ensure that you get that and more with the services we provide. 

People today are bogged down and overwhelmed with their affairs.  We  offer our clients lots of options and resources which empower them to make an educated and informed decision specific to their needs and requirements.  We 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 been satisfied. 
• 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.
• The 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.
• 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 look at our role as 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 needs.

 

Click here to understand how our services can be easily integrated into your life.