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  • Home
  • Getting Started
    • Process
    • Fees
  • Clients
    • Resources
    • Confidentiality Commitment
    • Articles (Coming Soon!)
  • Solutions
    • Bill Pay
    • Organization
    • Reconciliation
    • Reporting & Net Worth
    • Taxes
    • Records & Communication
  • Complete Solutions
    • Simply Supported
    • Simply Settled
    • Simply Compiled & Filed
    • Simply For A Limited Time
    • Simply TDB
  • Partners
    • Our Partners
    • AADMM
  • About Us
    • What is a DMM?
    • Jennifer L Shulman
    • Testimonials
  • Contact
Simply Balanced Solutions
  • Home
  • Getting Started
    • Process
    • Fees
  • Clients
    • Resources
    • Confidentiality Commitment
    • Articles (Coming Soon!)
  • Solutions
    • Bill Pay
    • Organization
    • Reconciliation
    • Reporting & Net Worth
    • Taxes
    • Records & Communication
  • Complete Solutions
    • Simply Supported
    • Simply Settled
    • Simply Compiled & Filed
    • Simply For A Limited Time
    • Simply TDB
  • Partners
    • Our Partners
    • AADMM
  • About Us
    • What is a DMM?
    • Jennifer L Shulman
    • Testimonials
  • Contact
Security
Protecting your financial information is critical to protecting yourself.

Most identity theft occurs through the mail.  When bills go missing, criminals have the information they need. 

When you use Simply Balanced Solutions' Bill Pay Service, we add an extra layer of protection by checking the mail for missing bills, monitoring monthly statements and identifying potential threats and/or anomalies. While we cannot remove the risk, our goal is to identify it as quickly as possible.  With early detection, you decrease the chances of fraud or financial and identity theft. 

Identity Theft Monitoring:
Identity theft can also occur through online transactions or seemingly normal transactions at your neighborhood store. It is important to protect yourself as completely as possible.  We help you do this by adding an additional layer of protection through credit monitoring services. We will register you and your financial information with a nationally recognized and insured credit monitoring company.

Our service will arrange for all monitoring and resulting notifications to be sent directly to a Simply Balanced Solutions representative for immediate action. We will address all notifications including contacting the appropriate parties to verify changes or to take steps to minimize the damage of an identified threat. Simply Balanced Solutions will provide you a Monthly Statement of Monitoring Activity including all notifications and resulting status.

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Contact us

[email protected]
727-421-5573


​Simply Balanced Solutions
P.O. Box 76505, St Petersburg, FL 33734

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