EDDY & SCHEIN GROUP
If you, your loved ones, or your clients
face any of these issues...
talk to Eddy & Schein.
Personal Finance Managers
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.
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.
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.
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.
Assess
& Analyze
Organize
& Plan
Implement
& Manage
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.
Assess & Analyze
Organize & Plan
Implement & Manage
Our caring approach is reflected in the
comments and stories from our clients.
Click side arrows to see all testimonials.
"I am thrilled to have found a third party with accounting experience in Arlene Glotzer at Eddy & Schein Group. She’s been very helpful to my daughter in the management of her budget and finances. My daughter is very appreciative and has learned quite a bit under her tutelage. I would highly recommend her. Thanks, Arlene!"