Personal Financial Care, LLC

Phyllis Pawlovsky
Phyllis Pawlovsky

Daily Money Management, Financial Concierge Services, Eldercare and Senior Advisory Services

106 East 81st Street Suite 1A
 New York, NY 10028
Phone: 212-744-0249
Fax: 212-988-8799
E-mail: phyllis@personalfinancialcare.com

Who we are:

Caring, sensitive, and capable service providers to the elderly, people with disabilities, and career professionals.  We serve clients who are unable to take care of, or need help with, their personal business and day-to-day money management activities.  We interact with accountants, attorneys, investment advisors, medical service providers, and healthcare and social service organizations.

 

What we do:

Cash Management/Banking

Organize and maintain filing system • Open, review and respond to mail • Organize bills for payment and contact vendors when necessary • Prepare checks, make bank deposits, arrange for direct deposit and transfers, and reconcile bank statements
Utilize accounting software (Quicken, Quickbooks) to categorize income and expenses

Income Taxes

Income tax planning to maximize deductions and minimize expenses • Organize information for current and delinquent tax returns and monitor estimated tax payments • Determine cost basis of securities on dividend reinvestment plans

Medical and Insurance Activities

Prepare inventory and evaluate health, life, LTC, homeowners’, auto, excess and disability insurance plans • Prepare and track medical insurance claims and problem resolution

Estate matters

Assist executor in estate administration • Inventory assets and liabilities • File for life insurance proceeds, social security survivor benefits, pensions, and annuities • Estate liquidation and household downsizing

Geriatric Care Management and Social Support Services

Community referrals and liaison between professionals and client and client and family • Locate and evaluate home services and eldercare residences

Investment activities

Computerize, inventory, and update investment portfolio • Prepare interest, dividend and capital gains data for income tax returns

Real Estate Holdings

Manage residential and rental properties • Monitor mortgage and real estate tax payments

 

Professional Associations:

American Association of Daily Money Managers

Society of Certified Senior Advisors

ElderCare Matters - A resource to help families across America plan for and deal with the issues of aging.

American Institute of Professional Bookkeepers

Alliance of Claims Assistance Professionals

Health Insurance Information Counseling Assistance Program

 

Please contact Phyllis directly—We look forward to speaking with you soon
phyllis@personalfinancialcare.com

Member of:

Society of Certified Senior Advisors Logo