ACCOUNTING FOR THE NON-BUSINESS OWNER
For my more senior clients or those who no longer want to be bothered, I provide bill paying and banking services. I will see to it that all your bills are timely paid without penalty and that any domestic help needs are taken care of.
I provide portfolio tracking and management services. I will keep track of your investment costs, market value and rates of return. I serve as your guardian over your investments. I do not pick the investments. Picking investments is up to you and your financial planner or stock broker you work with.
What I provide is a sounding board should you have questions regarding the financial advice received from other advisors. I also point out conflicts of interest that are very common in the securities business. They can have a material effect upon the advice you received and the performance of your investments.
This firm is independent and will not accept any commissions from investments you are invested in or other advisors I may have referred you to.