Let Us Simplify Your Life

Drudgery and complicated. That’s what people tell us about handling their everyday financial affairs.  Sadly, the complexity never goes away. In fact it gets worse as we age and can be especially confusing if you’ve just had a life transition with your spouse like death, serious illness or divorce and now you are responsible for the daily finances when he used to do them.

Clients call us their “lifesavers” because we professionally and confidentially oversee their daily financial world while still allowing them to make the decisions, travel or work long hours, and keep their independence – all the while knowing their affairs are in order.

Acting as your Personal Finance Manager, we take care of your every day money management tasks like processing the mail, paying bills and reconciling claims. Plus, we can manage and coordinate your family’s personal, financial, legal and health insurance matters with all your advisors to ensure your “life affairs team” is coordinated. We can do this in your home, from our office or a combination of both. Our desire is that you are prepared for any of life’s transitions and that you sleep well knowing your affairs are in order – no matter where you are.  A level of service is customized for each client, depending on their needs. Our specialty is working with women, large family trusts and seniors.

Read more details about our services. Then give us a call at (949) 246-8083 or (714) 720-3625 so we can discuss your situation!

“I don’t know how I could have continued to work AND deal with my husband going into hospice without your help. You came in and straightened out our messy financial world and now keep it in order. You are my lifesaver!”
- Inesa N.