
561.247.1778
Toll Free: 1.866.803.7748

FINANCIAL
CONCIERGE
The support you need for the freedom you desire.

Personal Money Management
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Customized bill payment services
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Financial reporting
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Bank/Credit Card reconciliations
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Vendor negotiations
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Tax organization
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Filing household payroll, property & estimated taxes
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Tracking medical payments
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Tracking charitable contributions
This is a great place to tell your story and give people more insight into who you are, what you do, and why it’s all about you.

Senior Money Management
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Customized Bill Payment
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Money & Budget Coaching
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Document & Tax Organization
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Fiduciary Services including POA & Trustee Appointment
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Appointment tracking & reminders
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Referrals for financial, investment, legal, & healthcare professionals
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Research projects
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Mobile Notary Services
Financial Coaching
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Develop healthy money habits
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Learn to create a monthly budget
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Pay down debt
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Dave Ramsey Master Coach

Professional &Vendor Referral Service
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Professional Referrals (Attorneys, CPA’s, Financial Planners)
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Research vendors/products
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Obtain bids and proposals

If there’s a personal service you don’t see listed, call us!
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Office hours are 9:00 a.m. to 5:00 p.m. Monday through Friday. If we hear from you during business hours you’ll hear back from us within an hour.
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Our personal assistants will take your requests 24/7 by email.
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Services can be negotiated beyond normal business hours, weekends and even holidays. (An additional charge will apply.)
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Freedom Support Solutions, LLC reserves the right to refuse any business it feels is unsafe and/or unsuitable for its employees
