- Medical claims and reimbursements
- Preparation for accountants, lawyers, and estate planners
- Asset listing with account names, account numbers, and contacts
- Power of Attorney (limited and full)
- Financial preparation for divorces
- Executor of estate
- Retirement planning and funding
- Estate planning
- Lost and Unclaimed Assets
- Transfer of Assets
- Liaison between elderly and other family members
- Elderly finances
- Notary
- Financial Concierge
- Banking
- Bill paying & filing
- Budget consulting
- Debt consolidation, reduction and elimination
- Bookkeeping
- Recordkeeping
- Education in financial vehicles
- Home purchasing
- Consolidated statements
- Tax reduction
- Financial reconciliation
- Educational savings
- Elimination of paperwork