Our Services
Conquer the mail heap!
On time bill payments
Sorted and prioritized mail
Anticipated income tracked, recorded and deposited
Accurate account balances!
Checking, savings and investment accounts
reviewed and reconciled
Credit card accounts regularly reviewed for
accuracy and legitimacy of charges
Insurance issues resolved!
Organized and monitored insurance paperwork.
Submission of medical, dental
and prescription claims
Refunds due are tracked down until received
Light Tech Support
Support for use of smart phones, iPads, laptops, desktops
Password reset assistance
Printer issues, connectivity, etc.
Need help now?
Emergency services available
Short notice bill-paying service available
Additional Services
Preparation of asset inventory
Organization and maintenance of vital records
Notary services
Research for special projects, upon request