Who needs someone to pay their bills?
Most people are reluctant to have someone handle their checkbook and money matters. Our trained staff understand this and work diligently to make the transition as easy as possible. We realize that most individuals want to remain living independently as long as possible. Using professionals to manage their daily finances often allows this to occur. Our clients are often:
-Seniors with no family to help
-Families who need help taking care of a loved one
-Families who live a distance away from a loved one
How does it work?
Security Financial Advisors, Inc. can make arrangements to receive your bills. We prepare the checks and you have the choice to sign them or have us sign. You are responsible to make sure the funds are available. We will notify you in advance of due dates as funds are needed. We also provide in-home bill paying service for those in need.
How will I be kept informed?
For clients whom we have check signing authority, each month you will receive a report showing the detailed activity of income and expenses for the month. Your bank will be reconciled monthly as part of the service.
How much will it cost?
We are dedicated to working with individuals and families in need. Depending on the individual circumstances, we may charge an initial setup fee. Our billing rate for bill paying services is $55.00 per hour. Travel to a client’s home is billed at the prevailing IRS mileage rate.
