CONCIERGE FINANCIAL ORGANIZATION

AND ​MONITORING SERVICES
​
4013 Bryce Avenue, Fort Worth, Texas, 76107

T: 817- 405 - 9564 / APrivatePurser@outlook.com

You can control your financial affairs or those of a family member by delegating daily and recurring financial affairs to a trusted partner.  There is safety and security in knowing that a “second set of eyes” are reviewing critical financial transactions while saving valuable time. We will work with you first to understand your monetary concerns and then develop a personal strategy to organize your financial affairs.  Services include a unique process of:

•   On-time and consistent bill paying to avoid unnecessary fees and penalties;
•   Monthly bank reconciliations;
•   Organized income and expense tracking;
•   Scheduled reporting to family, accountants or lawyers;
•   Coordination and tracking of philanthropic activity; and
•   Monitoring for indications of financial fraud or identity theft.

Personal and professional services managed in a secure and confidential manner.  We are owned by a retired Financial Investigative Specialist and Certified Financial Crimes Investigator with over 25 years as a federal law enforcement officer. The company is dedicated to safely monitoring your financial affairs.  You can have peace of mind knowing that your money matters are being well taken care of.  A Private Purser is a member firm of the American Association of Daily Money Managers and abides by the Association’s strict professional Code of Ethics and Standards of Practice.

~INSURED~