Senior Services |
Recognizing the desire for freedom from worry and bother that many retirees have, we offer specialized services for the retirees who want the choice and flexibility of having someone else do those tedious chores of paying bills and handling other financial transactions. These services are available in our office or in your home.
- Bill paying
- Bookkeeping
- Business transaction assistance
- Estate tax planning
- Home PC training & troubleshooting
- Monitor income
- Monitor insurance payments
- Organize records
- Personal financial planning
- Reconcile bank & investment accounts
- Tax planning & preparation
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