A PERSONAL TOUCH a MMS

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Services offered by A PERSONAL TOUCH
a Money Management Service:

  • Bill Paying
  • Budget Planning
  • Reconciliation of Bank Accounts
  • Check Writing
  • On-Line Bill Paying
  • Review of Credit Card Statements
  • Review of Medical Bills
  • Organize Documents
  • Organize File Systems
  • Resume Preparation
  • Sort Mail
  • Help with Living Wills/Health Care Directives Forms
  • Educate on Ways to Eliminate Unwanted Mailings
  • Prepare Correspondence
  • Initiate Telephone Calls
  • Send E-mail or Faxes
  • Identify Billing Errors/Disputes and Resolve
  • Personal Information & Asset Document

 

All Services Personalized to your Specific Needs

 

Referrals to Professionals for:
 
Medical Needs
Legal Consultations
Tax Guidance
Investment Guidance

A PERSONAL TOUCH will Educate you on many ways to save money
 
Evaluate and Analyze for Best Costs Savings
  • Medical Insurance
  • Medication/Prescription Drugs
  • Car Loans
  • Mortgage Loans
  • Trip Planning
  • Local Telephone Service Plans
  • Long Distance Telephone Plans
  • Internet Providers
  • Wireless Plans

 

 
 

Specializing in All Paperwork Tasks

Mailing Address
 
A PERSONAL TOUCH
a Money Management Service
  P O Box 478, Ocean View, NJ  08230-0478