Services

• Insurance Filing: Filing and tracking of all Medicare and supplement insurance, assuring that all money is collected
   
• Bill Paying: Monthly bill paying and record keeping
   
• Compilation of Tax Information: Gathering and organizing tax documents at year-end for the purpose of completing a tax return
   
• Record Keeping: Establishing a record keeping system that specifies what information needs to be kept, recorded, and filed
   
• Compilation of Records: Compiling records of financial status for bankers, attorneys, accountants, and financial planners
   
• Estates: Assistance gathering information for estates
   
• Budgeting: Instructions for setting up and using a budget as a guideline for day-to-day spending
   
• Fundamentals of Money Management: Instruction in the basic tasks of daily financial management and planning
   
• Applications: Assistance completing Medicare, Medicaid, and other applications
   
• Resources: Information on many services offered to senior citizens such as local retirement, assisted living, and nursing homes
   
• Programs: Speakers are available for presentations to clubs, senior citizen groups, churches, etc.