Do you or anyone you know need help balancing a budget?
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About Us
Services
Maintenance of all digital and paper bills to ensure timely and efficient payment.
When necessary, serving as Power of Attorney, Executor or Trustee for clients or estates.
Home organization of all paperwork. Categorizing all transactions, sending tax information to accountants.
Organization of all medical paperwork leading to maximum coverage with minimal hassle.
Administration of Pooled Income Trust accounts for participants of New York State Community Medicaid.
Our record keeping services protect our clients' assets by reviewing and categorizing all transactions.
What Drives Us
For many people, paying bills and staying on top of their finances is a huge challenge.
Just opening the mail causes enormous anxiety for them. They feel incompetent and vulnerable, which often leads to depression.
When my own father was aging, I saw his embarrassment when he was no longer able to manage his finances and paperwork. I knew it was time for me to take this off his plate.
Testimonials
Peter and Jacob expertly and kindly provide financial services, such as bill paying and financial organization, and arranging for purchases of goods and services for my father. Since 2016 Peter’s company has provided those services with respect for my father’s diminished abilities and limitations.  My father likes Peter personally, and especially
Affiliations
