Serving Northern Delaware and Surrounding Areas
Process mail
Reduce junk mail and charitable donation requests
Prepare correspondence
Bills
Review, prepare, and/or pay bills
Monitor accounts
Set up autopay or online bill payment
Establish/track budget
Negotiate with creditors
Banking
Monitor accounts
Reconcile statements
Make bank deposits
Assist with consolidating accounts/choosing best options for you
Record Keeping
Organize financial and tax documents
Organize health records and expenses
Consolidate information for estate
Medical Claims
Review medical bills and insurance claims
Process payments and obtain refunds
File insurance claims and appeals
On Your Behalf
Identify and coordinate supporting services
Interface with financial, legal, service, accounting, and other professionals