helping senior

EDDY & SCHEIN GROUP

Worry-free personal finance management.
confused

Overwhelmed by finances,
forms, and follow-up?

family

Want more time with
family & friends?

parents

Looking for administrative help
for your aging parents?

lifearc

Need help adjusting to
new financial circumstances?

lifepace

Looking for more time to enjoy
the life you planned?

end

If you, your loved ones, or your clients

face any of these issues...

talk to Eddy & Schein.

Personal Finance Managers

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The stress of personal finances
shouldn't consume your life.

Trust Eddy & Schein Group to
organize, plan, and manage your finances.

Life today is filled with rapid change, and with that change comes layers of complexity and confusion. Paying bills, managing insurance, and keeping up with technology can be overwhelming.

Eddy & Schein Group’s deep understanding of personal finance management is unmatched. Our services, customized for each client, range from personal finance and administrative support to household and personal account management, and beyond.

Our caring, personalized approach
makes life easier for:

Seniors, their Adult Children, and their Caregivers
Active
Retirees
Busy
Families
High-Net-Worth Individuals of Any Age
People in Life-Changing Transitions 
Those New to Financial Independence
Adults with
Special Needs
Clients of Legal, Tax, and Financial Professionals

transitions 

Those new to financial independence

Clients of legal, tax, and financial professionals

The stress of personal finances shouldn't consume your life.

Trust Eddy & Schein Group to help you organize, plan, and manage your finances.

Eddy & Schein Group’s deep understanding of personal finance management is unmatched.

Our services are customized for each client and range from personal finance and administrative support to household and personal account management, and beyond.

Who we help.

With our caring, personalized approach, we make life easier for:
  • Seniors, their adult children, and their caregivers
  • Active retirees
  • Busy families
  • People in life-changing transitions 
  • Those new to financial independence
  • High-net-worth individuals of any age
  • Clients of legal, tax, and financial professionals

Your personal finances...
Sorted. Simplified. Secure.

Three service categories...
with customized solutions for your specific needs and challenges.

Seniors and their Adult Children; Adults with Special Needs

Stress-free, personalized plans for budgeting, expense tracking, liquidity management, and personal finances; organizing tax documents, handling insurance matters, and coordinating resources for seniors, people with special needs or disabilities, or anyone facing unique circumstances.

People
Experiencing
Life Transitions

Immediate help, planning, and management support to align personal finances and obligations created by divorce, marriage, widowing, or relocation; as well as support for young adults transitioning from school to work, and from dependency on parents to financial independence.

Active, Lifestyle-Driven Retirees and High-Net-Worth Individuals

A unique application of administration and management services for busy people with extensive or complex personal finances, multiple homes and properties, and seasonal lifestyles; includes custom project management, planning services, and accurate, targeted communication.

How it all works.

Your personal finances...

Sorted. Simplified. Secure.

Customized solutions.
Three services categories.

Seniors and their Adult Children.
Adults with Special Needs.

Stress-free, personalized plans for budgeting, expense tracking, liquidity management, and personal finances; organizing tax documents, handling insurance matters, and coordinating resources for seniors, people with special needs or disabilities, or anyone facing unique circumstances.

People Experiencing
Life Transitions.

Immediate help, planning, and management support to align personal finances and obligations created by divorce, marriage, widowing, or relocation; as well as support for young adults transitioning from school to work, and from dependency on parents to financial independence.

Active, Lifestyle-driven Retirees.
High-Net-Worth Individuals.

A unique application of administration and management services for busy people with extensive or complex personal finances, multiple homes and properties, and seasonal lifestyles; includes custom project management, planning services, and accurate, targeted communication.

We use a common-sense process to simplify your personal finance management.

With this foundation, we can:

Support and advocate on your behalf.

Help you make informed decisions.

Follow through with your legal, tax, and financial professionals.

A common-sense process for simplifying your personal finances.

How it works.

Tell us how we can help.

Call for a free phone consultation.

Tell us how we can help.

Call for a free phone consultation.

Our caring approach is reflected in the
comments and stories from our clients.

Click side arrows to see all testimonials.

Tell us how we can help you.

Call for a free phone consultation.

©2020 Eddy & Schein, Inc. | All rights reserved.​ 

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Privacy Policy | Terms of Use
©2019 Eddy & Schein, Inc.  |  All rights reserved.​

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Privacy Policy | Terms of Use
©2019 Eddy & Schein, Inc.
All rights reserved.​

DISCLAIMER:  This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

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