top of page
PERSONAL FINANCIAL CARE LLC
PERSONAL FINANCIAL CARE LLC
Providing financial peace of mind
Providing financial peace of mind
Services Available
Services Available
- Serve as Conservator, Personal Representative and Trustee
- Pay bills & balance checkbooks
- Medical claims assistance
- Assist with entitlements such as Medicare and Medicaid
- Review estate planning documents
- Organize mail, financial information & paperwork
- Provide referrals to accountants, lawyers, financial advisors, care managers and others—and coordinate relationships
- Review and reconcile bank, credit card and investment statements
- Make arrangements to move client from home, assisted living, etc.
- Organize records for tax return preparation
- Advocate with medical providers, creditors, financial institutions, insurers and government agencies
- Inventory assets & investments
- Assist with pre-paid funeral arrangements
- And many more personal financial services
bottom of page