Financial Retirement Concierge provides in-home financial services for senior citizens in Florida, including checkbook balancing, account summaries, verification of account beneficiaries, and assistance regaining account management. As an unbiased third party, FRC helps seniors organize their finances without favoring any particular bank. Their knowledgeable consultants work with attorneys and ensure all estate documents are in order. Neighbors praise FRC for helping them feel organized, reselect account beneficiaries after a spouse passes away, and providing trusted annual financial reviews.

1. Financial Retirement Concierge Helping senior citizens in the Florida area regain their financial freedom

3. Weekly Checkbook balancing and account summary

4. Yearly Account summary and overview of accounts

5. Legal verification of beneficiaries on accounts

7. About FRC Financial Retirement Concierge Inc, has a unique solution to most senior’s concern when entering retirement or into their later years of life. I am able to help manage the simplest of finances to the more complex estate accounts. My unbiased independent opinion will make sure that no steps are missed when others will be taking over your finances. I do not work for any bank, so all your accounts can stay where they are. I also work with many of the attorneys in the area to ensure that all estate paper work is handled. I am educated in banking and investments, whereas many family members may unintentionally do things that are not in the customer’s best interest.

8. What are your neighbors saying? Mrs. Harnish: FRC has helped me get organized! I no longer feel that I have to bother my children with my finances!! Mr. Keller: After my wife died, I wasn’t sure where to start! She was my beneficiary, FRC helped me reselect beneficiaries on all my accounts no matter what bank they were with! Mr. and Mrs. Huston: We do not need the weekly service that FRC offers but have them come once a year to make any updates to accounts Mrs. Robinson: I have complete trust that they have my best interest in mind. My children trust FRC to do the job they did not know how to do. Getting started is easy! Contact us at: frcinc.wordpress.com Refer two friends get one month free!