Personal Financial Services
What is Personal Financial Services?
Customized personal financial services help individuals manage their funds and budgets while ensuring protection from waste, fraud and abuse. Services depend upon the interests and needs of individual clients.
- Organization of financial documents and systems
- Budgeting and bill paying services
- Reconciling of bank and investment accounts
- Assistance with banking needs
- Debt management
- Reviewing medical insurance documents and verifying proper processing of claims
- Organizing tax documents
- Referrals to legal, tax, and investment professionals or other community resources
406 Financial Services will:
- Provide services with honesty and trust and always act in the best interests of the client
- Maintain a duty of loyalty to the client and avoid any conflicts of interest
- Not disclose any confidential or sensitive client information without specific consent of the client
- Set up: $350 one-time fee includes phone calls/emails/meetings and establishment of electronic and physical systems.
- Monthly Accounting Fee: $75-$85 per hour service fee with minimum of one hour per month
Interested in Fiduciary Services or have a question? We’d love to hear from you!
We offer free one-hour consultations to learn more about your needs and discuss whether our services may be a good fit.