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Who may need the services of LifeSolutions?

  • A senior wanting to keep their independence but whose routine finances need management and monitoring
     

  • A family member of elder parents who may live out of town and wants someone to help oversee and work with their loved one 
     

  • A widow, widower, or divorcee not accustomed to managing their household finances or who needs help navigating some of the affairs of a deceased loved one
     

  • A busy professional or traveler
     

  • Someone needing assistance with budgeting and organizing financial and legal documents
     

  • An individual who wants or needs assistance with fiduciary roles such as Power of Attorney, Trustee, Guardian or Executor.  We work closely with other professionals to carry out our duties in these roles.
     

If you lack time or struggle with bill paying, preparing checks and bank deposits, balancing your checkbook or organizing and maintaining financial records, you are not alone!  Contact us today and let us help you take away the unnecessary stress of organizing your finances. 

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