Personal Financial & Accounting Services and Primeplus Services are multi-disciplinary team approaches to providing assistance to retired clients allowing them to remain independent and in their preferred living environment. These services are appealing to the adult children of seniors, thereby, creating peace of mind that their parents are fulfilling their financial obligations with the assistance of a trusted professional. Post-divorce clients who may have taken on financial obligations that they are unfamiliar and uncomfortable with may also be interested in the these services.
Laurie, as a CPA, will work closely with other professionals to maintain the safety, dignity, and quality of life for the client.
“Relying on Your Trustworthy Personal Financial Analyst While Redirecting Your Valuable TimeSM”
