Here at Personal Money Matters we supply our customers with:
Supporting Seniors in their goal to retain their financial independence by helping manage bill payment, cash flow, banking and medical claims, etc. on a routine basis.
Prepare Tax Records for Accountants, sometimes going back 3-4 years with complex situations requiring detailed scheduling and documentation
Supporting Clients with physical or mental conditions such as dementia, stroke, cancer, developmental disabilities, loss of sight and hearing; as well as widows and widowers and clients who are executors of estates
Implement and Manage financial systems like Quicken
Provide Financial Record Keeping for individuals and their “schedule C” businesses, real estate properties and family businesses
Develop budgets, cash flow and short-term financial plans and debt management. Work with clients with irregular income streams, clients who are accumulating assets and clients who are drawing upon assets in retirement
Facilitate re-registration of assets into Trusts and implement beneficiary changes in accordance with estate planning
Complete a Financial Inventory so that all documents are located and properly updated and maintained
Insure that routine financial matters are being completed and that areas of vulnerability are minimized. Eliminate chos due to the accumulation of financial records
Visit: MyActiveSenior.com for more senior resources.