As is often the case in life, there is no set program which fits every situation. This is why Heywood Financial offers our clients a wide variety of services which can be accessed individually or grouped as circumstances dictate. At Heywood, will work with you to craft a service plan that fits what you need and only what you need.
Organization of your Financial Documents
We’ll help you gather and organize essential documents and work with you to develop a system to help you stay on top of the details and deadlines.
Assistance with Personal Banking
We’ll assist with your personal banking needs—like organizing your bill-paying service, setting up auto-pay options, and showing you how to read, manage and store your online statements.
Budgeting and Spending
We’ll help you develop a household budget, and familiarize you with home or personal budgeting software. Developing personal financial reports will show you exactly where you are spending your money and will ensure that you meet your financial obligations, while providing for yourself and your family.
Reconciliation of Medical Expenses
We’ll help you get your medical bills in order and set up a system of payments you can manage yourself.
Assistance Working with Guardians or Estate Executors
Are you working directly with a guardian or an executor of an estate? We will work in tandem with all parties to help assemble necessary documentation and information.
Notification and Coordination with Insurance Carriers
As needed, we will help you claim life insurance benefits, ensure that all insurance providers are notified, and help you keep track of document filing dates and deadlines.
Processing Social Security/Medicare/Disability Benefits
Assistance with claiming social security survivor benefits, managing Medicare and filing disability claims.
Coordination with Other Professionals
Often we refer clients to our network of reputable professional’s such as attorneys in elder law, trust and estates, and family law, accountants, realtors, psychologists, financial advisors, bankers and asset managers.
Name Change
Assist in the process associated with a name change.
