Our Services

AFFILIATIONS

We are proud to be associated with the following organizations.

Dreggors, Rigsby & Teal, P.A.

Certified Financial Planners Board of Standards, Inc.

American Association of Daily Money Managers

Society of Certified Senior Advisors

DeLand Area
Chamber of Commerce

Ormond Beach Chamber of Commerce

The services we provide are custom-tailored to meet the specific needs of our clients. We will work with you to develop a plan that fits your needs, your schedule, and your budget. We offer a wide variety of financial and personal assistance services including:

Bill Paying
	Monthly we balance your bank statements; pay your bills; provide you with an easy-to-read record of every transaction.
	We most frequently provide this service on-site with you at your convenience. You are in control.

Insurance Claims Processing
	Maximize your insurance benefits.
	File with all insurance carriers; maintain records and copies; verify correct payment.
	We follow up on questions or problems. Experience shows this to be of extreme importance.

Trustee Relationships and/or Estate Administration
	We provide objective professionalism to assist with caring for your needs and/or desires.
	We maintain contact with family or other trusted professionals as you request.

Financial Decision Counseling
	We have years of experience in the financial services industry.
	You will get straightforward, objective answers to your questions.
	A second, unbiased opinion often adds confidence and stability to financial interests.