What services does SFIO provide?

 Paying bills

Reconciling bank and credit card accounts

 Preparing and managing budgets

 Organizing tax records

 Reviewing and renewing insurance coverage

 Keeping track of investments

 Filing medical claims

 Negotiating with creditors

 Notarization

 Payroll management

 Record and file management

 Education on fraud prevention

 Mail organization

We will work with you, your client, your advocate, your attorney, or your family to ensure your needs are fully met, regardless of their size.

SFIO provides professional, CONFIDENTIAL, secure, and reliable financial services that ensure peace of mind. Our trusted services are personalized, empathetic, and tailored to each senior's individual or joint financial needs.