MoneyCare Financial, LLC

• Bill paying, including calls to payees regarding incorrect bills 

• Preparation of checks for client signature

• Fiduciary services - power of attorney and trustee services

• Reconciling checking accounts and investment statements

• Preparing and making bank deposits

• Credit card reconciliation

• Negotiating with creditors and vendors

• Organizing tax and other financial documents

• Reviewing medical insurance papers and verifying proper processing of claims

• Providing general organization assistance

• Referring clients to legal, tax, and investment professionals and to community resources

• General financial counseling

• Preparing budgets of spending plans

• Preparing plans to reduce debt

 

MoneyCare Financial, LLC:

• will provide accurate, timely, confidential and ethical assistance that will meet your needs, as discussed and agreed with you

• has professional liability and fiduciary insurance underwritten by Lloyd's of London  

• is a member of the American Association of Daily Money Managers (AADMM) and is bound by its highest standard of service and Code of Ethics

• does not provide the following services: tax returns, financial advice, investment advice or legal advice

• welcomes clients in the New Jersey and New York City geographic areas

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