Over the past few years this has become one of our more popular services, particularly as people get older. The medical bills, household bills, income taxes, tax exemptions, etc., can become overwhelming. We can help you with all of it . . .
We can do as little or as much as you need, or want, us to do. We have served as Power of Attorney and Representative Payee for those without family close enough to help, or we have done as little as sitting down once a month and helping reconcile a checking account. There are many services in this area that we can provide, below is just a few of those services:
Set up your own personal account to track expenses and reconcile your accounts;Track your regular monthly bills and make sure that they are paid on time;Help you file your homestead exemption and pay your property taxes on time;Provide you with monthly and annual reports showing all your expenses;Help you budget your income and expenses; and much more
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