Simply Supported (Seniors)

As our world becomes more complicated, there are increasing demands on our time; many families are trying to balance responsibilities at work, home, and also caring for aging family members, many of whom are hundreds if not thousands of miles away. This is a daunting, and often overwhelming, responsibility. Many of these aging family members are fully functioning independent adults, however they may be having  occasional health issues or just may feel overwhelmed with the pace and volume associated with managing their money, paying their bills or staying organized. 

Simply Balanced Solutions can help ease your stress by making sure the daily money matters are taken care of in a professional and courteous manner.

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Our services are tailored to address the specific and personal needs of each individual and your family’s set of circumstances. 

We work with Professional Partners

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We work hand in hand with our clients' professional team including Attorneys, CPA, Healthcare Managers as well as Certified Financial Planners make sure all aspects of your clients needs are met.

This is the Easy Living, Inc. video series, Ask a Professional. Easy Living, Inc is a great professional partner of Simply Balanced Solutions.

When you simply want it done.

Simply Balanced Solutions is equipped to handle all of your daily bill pay management needs.  We take care of all your day to day financial duties, so you can get back to doing what is important to you.  We start by collecting your mail and determine which bills to pay.  To do this, Simply Balanced Solutions will set up an escrow account (bill pay account) from which only your bills are paid. We routinely pay your recurring bills and identify irregularities.

It's Time to Call

Complete Bill Pay Service

Services you may want.

While our services are vast, they are also highly personalized to your needs.

Classify and Reconcile

Protect your Accounts

Reporting

Budget & Plan

Bill Pay

Get  & Stay Organized

Do you know where your important papers are???

As life happens, so does documentation. Legal documents, investment statements, tax forms come in throughout the year.  We can either set up a filing system for you or maintain the paperwork for you. So your information is there when you need it.

Get & Stay organized

Protect Your Accounts

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Monthly bills and account statements need to be examined and monitored on a regular basis to protect against loss due to identity theft and fraud. It’s important to catch the irregularities, report and fix them quickly. Simply Balanced Solutions can help you be vigilant and follow up when needed so you don’t have to.