Financial Management Services

Our Financial Management Services division was created with the “one stop shop” model in mind. We have developed a team of professionals in various financial areas to provide “optimum financial care”.

Who can benefit from this service?

  • Entrepreneurs
  • Professional Athletes
  • Actors/Musicians/Artist
  • Everyday Working People

The goal of this service is to keep the client informed and in control of their finances. We provide a release of the stress and day to day management without leaving the client out of the loop.

What We Provide:

  • Bill pay and bank reconciliation
  • Household employee payroll and reporting
  • Estate planning
  • Financial planning
  • Credit restoration and education
  • Quarterly and/or Annual Financial Reviews

To learn more about our financial management services contact our offices at 586.296.0771 or email us at

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