Our Services

Personal Financial Administrators was started to provide peace of mind for clients by making sure their financial affairs are in order. PFA will provide a wide range of services for our customers including:

• Paying monthly bills by preparing checks for client signature or through online bill pay
• Preparing and delivering bank deposits
• Balancing the checkbook
• Developing a long range expense report for budgeting purposes
• Gathering, organizing, and filing important financial and legal documents (wills, trusts, insurance policies, tax returns, bank and brokerage statements, etc.)
• Communication with brokers, bankers, CPAs, attorneys, and insurance agents
• Make introductions, if necessary, from a stable of trustworthy advisors and industry contacts
• Negotiate on behalf of client with service providers (insurance, healthcare, phone, mortgage, etc.)
• Watch for and intercept unwanted solicitations and scams to the best of our ability
• Assist in handling unfinished family business that may be uncomfortable for clients to do themselves by serving as a disinterested third party