The scope of our work will generally include the following:
  • Bill paying, including calls regarding incorrect bills and preparation of checks for clients to      sign.
  • Balancing check books and maintaining organization of bank records.
  • Preparing and delivering bank deposits to the bank.
  • Organizing of tax documents and other paperwork.
  • Negotiating with creditors.
  • General organization assistance and filing of papers.
  • Providing referrals to legal, tax, and investment      professionals.
  • Mobil Notary Services.
  • Reverse Mortgages

We adhere to a Code of Ethics
  • We shall have concern for the well being of our clients.
  • We shall provide services in an equitable manner for our      clients.
  • We shall not exploit our clients in any way that interfere with professional judgment and      objectivity.
  • We shall disclose any affiliations that may pose a conflict of interest.
  • We shall not exploit a relationship with a client for personal or financial gain.
  • We shall strive to ensure fees are fair and reasonable with the services performed.
  • We shall respect the rights of our clients, including privacy and confidentiality.
  • We shall treat clients, family members, colleagues and professionals with fairness,      discretion, and integrity.