Our comprehensive financial management services include investment management, bookkeeping, bill payment, cash management, budgeting and retirement planning. In some situations, these services pay for themselves through reduced tax costs and better investment results. In nearly all cases, the time you save is invaluable, while the cost of maintaining good records is modest. You also gain peace of mind from knowing that your affairs are organized and well-managed, especially in the event your disability or death requires someone else to take control.
Investment Management
We can set up and maintain your investment records and track your income and expenses. You can see reports on demand that show the sources and applications of your funds, as well as how your investment portfolio is performing.
Bookkeeping
We help keep accurate and organized records of all of your financial affairs. We consolidate information from multiple brokerage accounts, banks and other custodians into a single set of financial records. We can even share data files with you to provide you with constant access to the most up-to-date information about your financial position.
Bill Pay
Our bill payment services relieve you of the burden of paying vendors and service providers. We can prepare your monthly bill payments electronically or by check, and organize your information at year-end so you no longer have to hunt for data to do your taxes. This service is especially helpful if you maintain multiple residences, travel frequently, or have business and personal commitments that leave you little time for paperwork.
Cash Management and Retirement Planning
We create cash flow and tax projections to assess and meet clients’ immediate needs for liquid assets, and offer cash management and budgeting services for security and comfort.
Click here to see a sample cash flow and retirement planning report.
