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.
Services Provided:
- 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
Fiduciary Duties:
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
Fees:
- 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
Employee Self Service Portal
Welcome to our Employee Self-Service (ESS System). This site is for veterans and their employees/caregivers only. Unique login credentials provide access to timesheets, paystubs, W2’s and other tax information. If you currently do not participate in the direct deposit option, this is a great time to consider this option!
If you have forgotten or lost your PIN and Employee ID, please email payroll@406llc.org. Additionally, you will need the last four digits of your Social Security Number and your zip code to establish a new account.