Office Quest Shares
Formerly Office Quest
In Progress
© 2018
by Office Quest Proudly created with Wix.com
Bright Castle
Assisting those in Glen Ellyn
and the surrounding villages
At Bright Castle Financial Consulting, LLC we assist individuals with the financial details of their lives, in a professional, ethical & caring way. We realize anyone can find themselves needing help on a regular basis to remain independent, increase their quality of life, have extra time, or needing to relieve the stress of inter-family financial issues. That is exactly why we are here; to take that burden from you.
We provide high quality accuracy, total confidentiality, essential personal information security, and tailored professional service. Because we are small and personalized, if you need a service, you do not see listed, please let us know - we will do our best to help you, including helping you find the right professional.
Standard Services Offered
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Monitor receipt of entitled income.
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Ensure expenses paid on time.
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Maintain organized financial records.
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Develop budgeting strategies.
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Scrutinize personal financial statements, to detect errors, security breaches, financial abuse or fraud.
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Assist and follow up to make sure above errors are corrected.
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Produce easy to read reports.
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Secure disposal of personal informational documents.
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Assemble documents for tax preparation.
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Personal financial consultation.
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Aid in deciphering medical expense documents.
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Discuss and prepare correspondence with service providers.
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Assist in locating and selecting other needed service providers.
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Provide needed delivery of time sensitive financial items.
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Corroborate discussions and understanding of technical or detailed information.
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Other mutually agreed upon undertakings.