Let’s 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 theft.

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 and risk.

Our services can include the following:

• bill paying
• banking needs, including checkbook reconciliation
• filing, organizing and budgeting
• tracking medical expenses, including insurance claims and billing issues
• automation of all records for estate planning and probate purposes
• serving as a representative payee or fiduciary
• payroll for aides, caregivers, companions, housekeepers

These services can be performed in the comfort of the client’s 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.