- Bill Management: We handle your bills, make calls to rectify any incorrect charges, and prepare payments for your approval
- Fraud Protection: Our experienced team vigilantly monitors your accounts to protect you from any potential fraud
- Account Reconciliation: We ensure your checking accounts and investment statements are always in sync
- Banking Services: From preparing to making bank deposits, we've got you covered
- Tax Assistance: We organize all your tax documents, ensuring you're always prepared for tax season
- Creditor Negotiations: Facing challenges with creditors? We'll negotiate on your behalf
- Medical Insurance Review: We'll go through your medical insurance papers, ensuring claims are processed correctly
- Financial Organization: We'll help declutter and organize your financial papers and systems
- Professional Referrals: Need legal, tax, or investment advice? We'll connect you with the best in the industry and other valuable community resources
You can think of daily money management as a household bookkeeping service with a huge bonus - a professional advocate that works on your behalf to look out for your entire financial life.
Golden Financial Care helps people with a multitude of personal financial services.
