Financial Management Services

We can set up and maintain your investment records and track your income and expenses. You can see reports on demand that show the sources and applications of your funds as well as how your investment portfolio is performing. We can prepare your monthly bill payments by check or electronically and organize your information at year-end so you no longer have to hunt for data to do your taxes. In some situations these services pay for themselves through reduced tax costs and better investment results.

In nearly all cases, the time you save for things you want to do is invaluable, while the cost of maintaining good records is modest. You also gain peace of mind knowing that your affairs are organized and well-managed in the event your disability or death requires someone else to take control.

Bookkeeping

We help keep accurate and organized records of all of your financial affairs. We consolidate records from multiple banks, brokerage accounts and other custodians into a single set of financial records. We can even share data files with you to provide you with constant access to the most up-to-date information about your financial position.

Bill Pay

Our bill paying services relieve you of the burden of paying vendors and service providers. This service is especially helpful when you maintain multiple residences, travel frequently, or have business and personal commitments that leave you little time for paperwork.

Cash Management and Retirement Planning

We analyze our clients’ cash flow needs through cash flow and tax projections, and offer cash management and budgeting services for security and comfort.

Click here to see a sample cash flow and retirement planning report.

2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139		110 E. Broward Blvd., Suite 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554
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