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Specialties
Assisting individuals.
Activities of daily living.
Paying bills, assist in decision making of all kinds. Do reliable research on everything from — which car to buy-to which medical physician to see–
Accompany to physicians offices — to lawyers offices — to CPA’ offices.
Keep track of assets.
One team member is well educated in business, as a MBA/M.Ed/PhD; another is a RN/Business Person.
Clients, of which there have only been 6 in 25 years, are our friends, yet, we work and advocate for them, and keep that bond.
History
Established in 1990.
We started out as a community property management firm.
Changed to bookkeeping,
Earned a degree in social services, then an MBA, then a PhD in organizational development.
Worked for an attorney; worked for special needs adults of wealth; worked for family’s of wealth.
Meet the Manager
Robert S.
Manager
Property Owner/Manager/Assessor/
Social Services-New Bedford — Bank Owned Real Estate [boarded up]-found local folks to take over the banks properties.
Worked in an Attorney’s Office-bookkeeping/working with clients on their personal, family and business matters.
CURRENT: –Work with a family of immense public stature as their personal assistant/administrator
B.S. Business
M.Ed — Social Services
MBA-Organizational Behavior
PhD-Business Philosophy
Only 6 clients in 25 years!
Because we have two additional talented, younger staff — can we help you?
They are dedicated to service!