WE CAN HELP!
Things that we offer:
- - Collecting and reviewing mail.
- - Reviewing and paying house-hold bills and record keeping.
- - Assistance with check writing and checkbook balancing.
- - Household issues and unexpected situations.
- - Preparing an inventory of personal assets and investments.
- - Monitoring investment portfolio and other assets in conjunction with your investment advisor.
- - Handling day-to-day financial transactions such as home repairs, rountine maintenance, etc.
- - Helping coordinate other services.