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TAG Bill Pay Services for Retired Senior

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Client Case Study: Bringing greater organization to a retiree's financial affairs with TAG Bill Pay Services. The client was seeking a reliable and professional firm to manager her complex financial life by handling the payment of bills, overseeing household staff payroll and tracking of rental properties.
TAG Bill Pay Services Include:
Bill Payment
Accounts Payable
Expense Tracking
Vendor Management
Mail Management
Recordkeeping
Complete Account Protection - robust security measures with all sensitive information encrypted and uploaded to private portal.
Contact: 888-TEAMTAG or email: sales@teamtag.net to request a quote or learn more.

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TAG Bill Pay Services for Retired Senior

  1. 1. SUCCESS STORY RETIRED SENIOR TEAMTAG.NET TAG Bill Pay Services Bringing greater organization to a retiree's financial affairs.
  2. 2. 02 Widow who is a retired professional with accumulated wealth and real estate investments. CLIENT $50MM NET- WORTH
  3. 3. BACKGROUND The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of bills, overseeing household staff payroll and tracking of rental properties. 03 TAG Bill Pay Trust your personal bill management to a team you can rely on.
  4. 4. THE�SOLUTION Collecting & reviewing all incoming mail and bill statements Sending client a list of bills for approval of payment Cutting checks out of a management bank account with POA for signature Providing summary of payroll timesheet for approval to pay Household staff payroll is setup through a preferred third-party vendor Tracking rental income & expenses for multiple properties Depositing rent checks Monthly bank & credit card statement reconciliation Creating weekly cash flow reports Setting up insurance report for properties with calendar of due dates Organizing tax documents at year-end to send to client's CPA 04 TAG setup a bill payment process with the client that includes:
  5. 5. THE OUTCOME The client is fully enjoying her retirement by not having to deal with the day-to-day financial issues of owning rental properties, handing the payroll of household staff and paying bills on time. With bill pay from TAG, she is confident her finances are being monitored by a long-standing, trustworthy and transparent firm with top-level security and technology.�� Every week she receives a clear picture of her wealth and is able to keep track of her real estate investments with ease.� TEAMTAG.NET
  6. 6. REQUEST A QUOTE 888-TEAMTAG (832-6824) sales@teamtag.net 06 Confidently manage your monthly expenses with personal bill pay service from TAG.

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