Fidelity-Service-Integrity

Are you or someone you know having difficulty in managing daily bills, budgets or record keeping?

We provide personal financial management to give our clients the peace of mind of knowing their bills will be paid on time and their personal affairs kept in order.

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Individuals who need our services include:

  • Seniors wanting to maintain their independence and stay at home
  • Adult children responsible for managing an aging parent's affairs
  • Busy professionals short on time
  • Frequent Travelers 
  • A surviving spouse not familiar with finances
  • Individuals who lack time or skills for personal paperwork
  • Someone wanting assistance in setting up or managing an estate plan

  
Services are available at your home on a weekly, bi-weekly, monthly or as-needed basis. They complement but do not replace the work of legal, tax, or investment professionals.

We abide by the Code of Ethics of the American Association of Daily Money Managers. All clients' information is strictly confidential.


Call for a Complimentary Initial Consultation

                                

Member

Maricopa County Elder Abuse Prevention Alliance

(MEAPA)