Personal Services

We offer several personal services to make your life easier.

Retirees, Part-Time Residents & Vacation Home Owners

Retirees, Part-Time Residents & Vacation Home Owners

We assist retirees, part-time residents and vacation home owners with several financial matters:

Identifying and planning their retirement income, needs, and goals.
Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
Preparing, planning and filing income, trust, gift and estate tax.
Planning retirement account distributions and safeguard against improper disbursements.
Assistance with rental properties, vacation homes, property management companies and other investments.

Relocation Services

Relocating to North Idaho or Eastern Washington? Relocating a business?
We can help you make your transition an easy one.

Services we provide:

Assistance with setup up financial affairs in your new state.
State tax planning issues.
Real estate and banking.
Providing referrals to local services and agencies.

Personal Checkbook

We can help with your day-to-day financial tasks. We can do as much as or as little as you wish, from paying your bills to taking care of your elder loved ones financial situation when they can no longer take care of it themselves.

With our personal checkbook services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your best interest. You get assistance with your daily finances and business duties and are kept informed of every step we make. That way, you always know that your needs are being met. Whether you’re busy or you have a loved one who is no longer entirely independent, you get help in any of the following areas:
Personal Services
Reviewing and paying household bills, budgeting, and record keeping.
Assistance with check writing and checkbook balancing.
Making sure money is received, receipted, and deposited.
Offering second opinions regarding household issues and unexpected situations.
Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
Preparing an inventory of personal assets and investments.
Determining current and long-term cash flow needs by analyzing income and expenses.
Monitoring investment portfolio and other assets in conjunction with their investment advisor.

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