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what we do

Our Services

DAILY MONEY MANAGEMENT
  • Bill Paying
  • Mail Open, Sort, and Review
  • Bank Reconciliation
  • Budgeting
  • Vendor Troubleshooting
  • Financial Organization
  • Appointment and Calendar Management
  • Tax Document Prep
  • Basic Help with Some Electronics
  • Professional Services Coordination
  • Referral Resource
  • Fraud and Scam Protection
PROFESSIONAL FIDUCIARY
  • Power of Attorney
  • Trustee
  • Mobile Notary
Your Senior Partners