Paying Bills and Recording Income

Having us pay your bills can save you time or ensure a loved one's expenses are properly addressed.  As a natural extension of that, we can work with you to develop a financial plan that looks at your spending for living expenses, taxes, gifts and charity in consideration of your current and retirement goals.

• Review invoices

• Pay bills electronically or by check with your approval

• Prepare a report detailing expenses for your review

• Identify tax deductions

• Maintain records of monthly income

• Prepare a financial plan that will provide guidance that spending is in line with your income and long-term goals