Our Services

Daily Money Management Services

Financial circumstances are different for everyone. At AM-Financial, we customize our services based upon the unique needs and desires of our clients. Our services include the following:

• Bill paying, including calls to payees regarding incorrect bills and preparation of payment for clients approval.

• Reconciling checking accounts and investment statements.

• Preparing and making bank deposits.

• Organizing tax documents.

• Negotiating with creditors.

• Reviewing medical insurance papers and verifying proper processing of claims.

• Providing general organization of financial papers and systems.

• Referring clients to legal, tax, and investment professionals and to community resources.

Additional Services

In addition to the services above, we also provide the following:

• Bookkeeping services.

• College Planning.

• Notary services.

• Preparation of payroll checks for home employees including calculation of federal and state withholding and FICA taxes.

• Financial counseling.

• Preparation of budgets and spending plans.

• Preparation of plans to reduce debt.