Click to email Ron Gregg

These services are ideal for senior citizens who do not have family nearby to assist them and for adult children who do not live close enough to help their senior parents with their daily tasks. Perform financial tasks   - Bill verification and check preparation   - Bill payment   - Checkbook balancing   - Medical bill and health insurance reconciliation   - Medicare and Medicaid claim resolution   - Investment report analysis   - Asset value monitoring and reporting   - Certificate of deposit shopping   - Help establish monthly budgets   - Organize records for tax preparation   - Arrange for tax preparation and submission Perform administrative tasks   - Mail review, processing and filing   - File-maintenance of important documents   - Prepare correspondence for client's signature Interface with financial, legal, insurance, service and other professionals Solicit, evaluate and manage home repair contractors Help identify and implement solutions to problems Provide other services as needed     Ron Gregg, managing member of Personal Affairs Management, completed a comprehensive course and examination on priority senior issues conducted by the Society of Certified Senior Advisors to earn the Senior Advisor certification. All members of the Society are bound to live by the Society's Code of Professional Responsibility, which embodies fundamental principles of ethical conduct in dealing with seniors.   Hourly rate billed monthly Additional costs (postage, client-directed purchases, etc.) billed monthly Short-term, lump-sum assignments are available   Ron Gregg is a graduate of the U.S. Naval Academy at Annapolis and served eight years in the navy. He has a master's degree in civil engineering and an MBA, both from the University of Michigan. He worked 28 years in the industrial gases industry with responsibilities for engineering, project management, marketing and sales. He is married with two adult children and two grandsons.