Streamline Your Financial Life – Let Us Handle the Details So You Can Focus on What Matters
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We're dedicated to preserving your financial independence, so you can focus on what truly matters in life. Contact us to reclaim your time and peace of mind.
Personal Financial Care eases the burden of bill paying, health insurance issues and other day-to-day financial details.
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Let PFC lighten the load of bill payments, trust management, health insurance hassles, estate administration and everyday financial chores.
We are committed to helping you maintain your financial independence and freeing your time to do the things that matter most to you.
Challenges Our Clients Face
"My parent is ill/has passed away. I have no idea how to handle their finances and papers."
"I am recently divorced and need help organizing my finances, both short and long term."
"I'm noticing I'm making little mistakes here and there in paying my bills and dealing with vendors. I would like someone else to handle this so I can be freed up to relax and enjoy my life."
SERVICES
Our Certified Senior Advisors and Daily Money Managers are here to help you streamline the process and get organized for both the short and long term. Reach out to us today and regain control over your financial well-being.
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You don't have to navigate this alone.
THOMAS W. ESQ
"Phyllis has helped several of my elderly and infirm clients with the management of their affairs. She has always displayed the highest ethical standards in dealing with others..."
S. HOWARD
“Julie organized our life and kept us up to date on all the rules we needed to follow to make the right decisions affecting our health and financial well-being. Best of all, she did it with charm, integrity and an ever-present smile.”
B. MILANO, MILLER PLACE, NY
“Julie Levine stepped in and saved my mom countless hours of time, and a substantial amount of money, dealing with my dad’s pooled trust account.I highly recommend Julie to anyone who has the need to simplify their life by organizing their finances.”
M. SILVERMAN, HUNTINGTON STATION, NY
“My finances were in disarray before Julie started working with me. I had many debts and was in danger of losing my house. In a very short period of time, Julie put me on the path to financial solvency. More importantly, she taught me how to sustain these results and be self sufficient...”
R. JOHNSON, NORTH MIAMI BEACH, FL
“Julie handles our day to day finances and tax issues, including communications with our accountant, aids and various vendors. This frees me up to care for my wife and take care of myself. A godsend she is.”
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46 Old Country Road
Westhampton, NY 11977
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