Services

BILL PAYMENT 

I have a strong interest in protecting seniors, especially women, who may not be able to keep up with their bills. It can be difficult to keep things in order and a challenge to start paying your bills online.  Keeping medical bills straight can be a big nightmare since sometimes you need to file claims to get refunds on money that came out of your pocket.   I can provide daily bill paying for those who need assistance and advise on how to best manage income and expenses to meet the financial goals.

TAX RETURNS

Taxes are tough and it is important to be able to identify and retain the right qualified and experienced tax accountant to best serve the needs of trust or conservatee.  Sometimes taxes payments get missed or taxes need to be amended. By providing the right information to my network of tax professionals I’ll be able to help you get it done in a timely fashion.

ASSET MANAGEMENT

Having managed my own small business and apartments, I can lend professional experience to assist you as you decide to maintain, dissolve, or sell your going concerns or real property.

INVESTMENTS

I’m not an investment advisor so I would not manage your portfolio.  Having worked directly for an investment advisor in recent years, I’ll leverage first-hand experience to evaluate your investment portfolio. This second set of eyes will give you more confidence in your investment decisions to meet your financial goal

ACCOUNTING and REPORTING 

The devil is in the details!  This is essential in any business relationship. I’ll be able to bring the data and inputs together in order to present a cohesive picture of what has transpired with your assets.  I’m also known for my straight forward communication style that allows me to present lots of different information in easy to understand terms.

ADMINISTRATION & MANAGEMENT:

My background in project management allows me to oversee multiple projects simultaneously and get your project done on time.