Much more than bookkeeping services, we provide Peace of Mind services for people in need.  We offer a complimentary phone consultation to assess the client’s wants and needs.  If you feel that you or your loved one can benefit from our services, the next step is to schedule an in-person interview at which time we will custom design a package from our services that best suits your needs.  These services include:

  • Pay household bills or set up and monitor automatic payment systems
  • Review and reconcile bank, credit card and investment statements
  • Organize, review and pay your bills on time
  • Monitor credit card statements and resolve billing errors
  • Create a practical, realistic budget
  • Maintain your records
  • Prepare checks for signature
  • Keep you abreast of your financial situation with regular reports
  • Assist with programs such as medicare and medicaid
  • Review insurance reimbursements for accuracy
  • Track medical and insurance claims, and get mistakes rectified
  • Help prevent disagreements among family members
  • Help protect you from identity theft or fraud 

Call Guardian Money Managers TODAY for a free phone consultation:  

800-956-0661

  • Professional
  • Organized
  • Bonded
  • Insured