Professional Fiduciary Services

Peace of Mind and Heart

Our Services

Health Care Services

  • Client visits-frequent, random & scheduled
  • Review of client chart with each visit to ensure adequate medical care
  • Collaboration with all interdisciplinary folks for a combined plan of treatment
  • Open communication with the client and all family members involved
  • 24/7 access for emergencies
  • Liaison between physicians, providers, facilities, family, attorneys and the client as to any & all issues
  • Ensures the most cost effective Health Care Plan and analyzes all MediCare Plans for the client.
  • Always will be cognizant of the client and their best interest!

Financial Services

  • Coordinate with Brokerage Houses and/or Interdisciplinary Team of all financial issues.
  • Bill Payment Service
  • Ensure timely payment of Insurance Policies
  • Annual Income Tax Preparation
  • Provides diligent and prudent protection of client's financial assets
  • Collect Income(s): Pension/Retirement