Personal Financial Affairs Services

We have developed services to help you manage your personal finances. Our staff can assist you with budgeting, cash flow analysis and developing a personal balance sheet. Members of our firm are knowledgeable in a variety of personal accounting software, including Quicken, Financial Navigator, Quickbooks and Money Works.

We are available for consultations on a variety of financial services such as: insurance needs, including life, disability and long term care, rollover of pension and  IRA, qualifying for a home mortgage and other loans, exercising stock options, early retirement packages, estate administration, and home inventory video.

In addition, we have developed a unique financial service tailored to senior citizens. We offer a service which allows you to remain in charge and independent, yet have the security of knowing that all financial details have been addressed each month. On a regular basis a member of our staff will meet with you and family members to review your financial needs. Within our personal affairs division we offer the following services: Bill paying with regular visits to you for check signing. Periodic reconciliation of your checkbook. Administration of medical claim  forms. Monthly accounting of all income and expenses with a summary report each period.