Imagine all of your day-to-day financial tasks from paying the bills, balancing the checkbook, paying taxes, giving to charity, filing insurance claims, managing investment income, and more. This can be overwhelming for most individuals.
If you or a relative need assistance paying bills or managing life's paperwork, hiring a Financial Care Concierge (FCC) will help maintain independence, create a trackable budget -- and protect nest eggs too.
Our FCC services are perfect for high net worth individuals, snowbirds, small business owners, seniors or anyone else that would like to outsource this part of their life.
Take it a step furture and we become a life concierge. Assisting clients arrange travel, business meetings, family communications,etc.