Imagine laying out all of your bills, account statements, insurance policies, and loans and trying to make sense of them all. Pretty overwhelming, isn’t it? That’s why organization is so foundational. You cannot succeed in your financial life without being organized. But what happens when you get too busy to stay on top of the financial minutiae? You need to rely on the help of a professional to make sure this aspect of your life is in order.

Family Records Management

We have established a professional relationship with a company who may be able to help, Family Records Management. This company acts as your personal general manager, protecting what you have worked hard to build and keeping things organized, safe, secure, and updated.

Family Records Management offers a full range of financial services, including organizing tax records, balancing checkbooks, paying bills and filing Medicare or insurance claims. FRM works with their client’s CPAs, attorneys, and financial advisors to ensure timely, efficient and comprehensive service. They also perform all required legal and reporting for fiduciaries and trustees.

A Weight Off Your Back

If your financial life needs a helping hand to get organized, Family Records Management may be the answer. If you have more questions about this service, contact our office by calling us at (323) 254-3072 and check out Family Records Management today.

About Mason & Associates, Inc.

Mason & Associates, Inc. was founded in 1989, specializing in Life Planning for individuals, families and small businesses. Life Planning places a person’s core life values at the heart of the advice process and focuses on the human aspects of financial planning.

As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.

Our responsibility does not end there. As you encounter bumps in the road, changes in goals or any other roadblocks, we are there to offer advice and guidance. We are there to celebrate your successes and cope with your challenges. We work alongside your other professionals such as your attorney and your CPA to be sure all of your legal and financial needs are aligned.