How Pearl Fiduciary Services Can Help
There are so many assets to track, like securities, bank accounts, credit cards and real estate—plus, there are monthly bills to manage and rising costs for utilities, cell phones, cable and more. It can be challenging to stay on top of monthly bills and financial obligations. You know you need help, but who can you trust?
Pearl Fiduciary Services specializes in helping people—especially our older adult population and their families—manage their finances and protect their assets.
Whether you’re finding it difficult to manage your own bills, you’re helping an elderly relative or friend manage their finances or you are a trustee, Power of Attorney (POA) or conservator, we can help you navigate financial responsibilities and court-related reporting without hassles or headaches.
We’re committed to helping our older clients age with dignity and security. And because every situation is unique, we’ll devise a program that is ideal for your situation.
Our efficient, confidential services include:
A confidential in-home analysis of your needs
Review of all expenses and billing
Creation of realistic budgets
Accounting and bookkeeping
Working with vendors, banks and insurance companies to make sure you’re getting the appropriate services at the correct price
Accurate and timely bill paying
Monthly, quarterly and annual reports as needed
Preparation of financial-related court-required reports
Clarity and protection for you and your loved ones
Referral network for additional professional services
Easing the journey for families facing
a terminal illness or end of life
If you or a family member has been diagnosed with a terminal illness, the onset of dementia or is facing the end of life, there are lots of financial details, decisions and practical matters to deal with. Pearl Fiduciary Services can help locate and organize financial and essential documents like life insurance policies, medical insurance coverage, bank and savings accounts, retirement funds, passwords, wills and more. You’ll have more time to devote to your family while Marjorie handles the fiduciary details.
You Can Trust Pearl Fiduciary Services
Marjorie Griek of Pearl Fiduciary Services has more than 35 years of accounting, bookkeeping and business experience. She’s also a Notary Public, licensed in the state of Colorado and fully insured. She is passionate about providing peace of mind to families, individuals and older adults regarding their accounting and reporting needs.
Reviews
“Thanks for doing the research into my finances. I think you’ve saved me enough to have a Taj Mahal built for you!” ~ Byron C. (Greeley, Colorado)
“I was out of my mind with fear and worry when we met last. Thanks for all of the thorough work. I really appreciate you!” ~ Julia E. (Longmont, Colorado)
“Like many others in our complex, I received notices about some billing that just didn’t make sense—and the manager refused to talk to me about my account! If you hadn’t done such a beautiful job talking with them, requesting additional documentation and figuring out their mistake, I would still be getting notices, and maybe even been evicted.” ~ Anne H. (Loveland, Colorado)