FreyerMartin Personal BillPaySM Services and Fees:
Simple, innovative, clear and convenient.
We offer comprehensive bill-paying packages with a
separate menu for additional services so you can select exactly what you need. Monthly packages are available for individuals, couples and families, and include the following:
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Platinum | Signature | |
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| Personal BillPaySM Services: | |||
| Receive, review and pay bills |  |
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| Identify billing discrepancies | |
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| Call companies to resolve billing issues |
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| Categorize and reconcile credit card activity | |
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| Reconcile bill-paying bank account(s) | |
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| Create monthly and year-end reports | |
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| Online access to bills, statements and reports | |
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| Summarize year-end information for taxes | |
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| Provide credit review and recommendations | |
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| Additional Residences and Rental Properties: | |||
| Coordinate services with owners and caretakers |
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| Expense management and accounting for additional residences | |
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| Income/expense management and accounting for investment and rental properties |
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| Other Services: | |||
| Coordinate with your tax and financial advisors |
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| Coordinate with your executive/personal assistant | |
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| Record activity in other accounts for a comprehensive picture of household spending | |
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| Create expense reports from receipts | |
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| Review medical bills to ensure proper payment¹ |
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| Handle household employee payroll |
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| Backup CD with activity for the year | |
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| Leading identity theft and restoration insurance | |
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| Securely store paper and electronic documents |
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| Forward all mail to FreyerMartin for handling |
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*Available for an additional fee.
¹ Provided by partner companies.
Other Requests and Services
Call on us to handle any "financial detail" that needs attending to. These are some of the things our clients regularly request from us.
- Developing budgets and savings plans
- Making cost savings suggestions
- Coordinating loan paperwork for mortgages, refinances, and other loans
- Reviewing credit scores and creating debt pay-down plans
- Assisting with move-related tasks like starting or stopping services, etc.
- And much more....
FreyerMartin Signature BillPaySM
This exclusive service extends Platinum BillPaySM beyond the everyday. Designed for each client's personal and professional needs, FreyerMartin Signature BillPaySM includes the ultimate attention: a financial concierge providing world-class support. Information is available on request.
You are always assured of complete confidentiality and discretion.
We're fiercely protective of our clients and their data. We'll never disclose your name or discuss your business without your authorization.
Relax. Your bills are our business.SM