Personalized Guidance

We also offer assistance with the following:

  • Direct Deposit account application or changes for any U.S. Social Security pension/benefit.
  • Direct Deposit account application or changes for any Union/Company pension/benefit.
  • Death Notice to the U.S. Social Security, Union or Company so that a pension benefit can be stopped immediately, thus avoiding an overpayment.
  • Assistance in case of problems with IRA/401(k) withdrawals/deposits/transfers/rollovers.
  • Assistance with phone calls/communication with banks/investment companies etc., to solve financial and other related issues.
  • Online IRS payments of any tax amount due.
  • Help with online money transfers (U.S. and international).
  • US probate advice to heirs in case of frozen assets after the passing away of the owner, especially where no Will was left by the deceased.
  • Online bank/IRA account assistance (including transfer between own accounts or third-party accounts).
  • Paperwork/document organization, if you are overwhelmed by mounds of disorganized documents.
  • Asset control/statements: we will send you a quarterly statement so that you can see your current financial situation at a glance.
  • Information on the current value and/or redemption of U.S. Savings Bonds.
  • Guidance on how to open a virtual U.S. bank account on your mobile by installing the Wise app. This account is accepted by the IRS, U.S. Treasury, and virtually every Union and Company. You can receive Direct Deposits and make payments directly from your mobile, as well as have an optional free Debit Card. We help you install and set up the app and send you an easy How To document so that you can manage the app yourself. Please click here for more information.

For any of the above, please contact us or chat with us.

You can also book an appointment for a one-to-one consultation here.

In our News and Blog sections, we also deal with some of these topics from time to time.

If you need help with any of the above and have any documents to send, please send us an email  with the documents attached.

We will confirm receipt promptly and let you know if we need anything else.