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Here to help older adults and aging parents wishing to maintain independence and live at home longer.
Why Work With Us
We Believe that every individual lives a richer life by using and sharing the gifts each has acquired in their life's journey. Our gift is a passion for precision and a focus on details. Let us share our gift with you and your loved ones.
Free Time
Instead of spending time reviewing and paying bills, now you can spend more time on activities that you value. Whether that means spending time with loved ones, traveling or just relaxing.
Deter Fraud
Accounts are reviewed and reconciled monthly, detecting risks more quickly, protecting your credit rating & reputation. Additionally, we can implement internal controls to help guard against the risk of fraud and exploitation.
Continuity
Assurance that when you travel or are ill, your financial affairs are still being taken care of appropriately.
Peace of Mind
Knowing all your (or your loved one's) finances are handled with professionalism and integrity. Especially valuable for children of aging parents who can't always be there to help handle their financial affairs.
Simplify Life
Not having to worry about day to day financial details, knowing your rent, utilities, credit card bills and insurance premiums will be paid on time, even if you're regularly out of the country on business, deployment, or just hanging out with the family.
Save Money
Avoid bank fees and late charges by paying bills on time, every time, controlling costs.
Greater Independence
Enjoy living at home longer. Confident that utilities and other vital expenses are paid on time, every time.
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