Organization Description
A personalized and confidential personal bookkeeping service for older adults and their families to manage the non-investment side of their day-to-day financial paperwork and provide assistance with sorting mail, paying bills, filing insurance claims and year-end tax organization. We also work with Power of Attorneys and Estate Administrators.
As part of your team of trusted advisors, we are problem solvers that can help you better navigate your day-to-day paperwork and financial life so you can sleep better at night.
