Letís face it. Your finances are a necessary part of life and
probably cause you a lot of concern. If these pictures
remind you of yourself and the daily challenges you face, then
you can benefit from our services.
Redlig Financial Services specializes in the
field of Daily Money Management and Financial Organization.
We provide help to
individuals who have difficulty managing their financial
affairs. We cater to two distinct markets: mature adults
(aged 65 and above) and their families, and busy
individuals/families, who just do not have the time to
adequately devote to their finances. Ask yourself when was
the last time you performed a bank reconciliation? Do you
really believe they don't make mistakes?
Over time, a mature adult physically declines in
mental competency and cognizant abilities coupled with and physical
limitations (dexterity and/or mobility)
and becomes incapable to deal with their day to day financial
commitments and responsibilities. They find the act of
going through their mail on a day to day basis to be a chore
that they have no desire to perform, which ultimately leads to
far more serious and challenging issues that a family has to
address and resolve. Others suffer from memory loss,
confusion and disorientation which often leads to financial
self-neglect and potential eviction. These adults are also
more easily susceptible to financial exploitation and identity
For everyone else, clearly, the situation is different until
you start looking at the common denominator. You have less
time than ever before. Compliment this with the fact that
you are not good at or not devoting enough time to your finances
you suddenly realize that you are exposing yourself to problems
Our services can include the following:
- bill paying
- banking needs, including checkbook
- filing, organizing and budgeting
- tracking medical expenses, including insurance claims and
- automation of all records for estate
planning and probate purposes
- serving as a representative payee or
payroll for aides, caregivers, companions,
These services can be performed in the comfort of
the clientís home or at our offices.
Using software designed with OFX technology,
we can quickly and easily consolidate and track the disparate financial
data from all of those monthly statements you receive in
the mail and present them in
Quicken Personal Finance software. We can also maintain your paper
files so that important paperwork is maintained for the
appropriate period of time and is readily available.
Our strong ethics and
the importance of our accountability model offer you a
reassuring and confidential way to validate and ensure that your requirements are being met.
We are able to quickly and easily present a client's status
electronically, without having to worry about distance that many
separate parent from child.
Our goal is to ensure financial freedom and
independence for you and/or a dear loved one. We offer you a dedicated and focused financial resource
to perform the due diligence and value added necessary that has the
clientís best interests in mind at all times.