Our bill paying services help clients simplify the day-to-day hassles of writing checks. This service is especially great for people who travel frequently throughout the year. Clients may open a new checking account or use an existing account to take advantage of our bill paying services. Automatic money transfers from a managed investment account usually fund this account. The following services are provided:

• Bills are sent directly to our office
• Bills are verified for accuracy
• Bills are paid with computer-generated checks or online
• Clients receive monthly/quarterly reports