FreyerMartin EliteSM Fees:
Simple, innovative, clear and convenient.
Our package is a combination of core service and options that you tailor to ensure you receive what is most important to you. A separate menu of services offers additional support when you need it.
Core Service:
| Receive, review and pay bills for one household |
| Deal with vendors when bills are incorrect |
| Categorize and reconcile bill-pay account activity |
| Create and deliver monthly and year-end reports |
| Provide online access to bills, statements and reports |
| Coordinate with tax advisors at year end |
| Work directly with a personal assistant, agency representative or other designated person |
Options:
| Manage bills for additional residences or properties |  |
| Handle child support payments | |
| Collect receipts and track expenses for tax deductions | |
| Record/reconcile activity in other personal bank accounts | |
| Categorize/reconcile credit card activity | |
| Create and track household budgets | |
| Coordinate regularly with financial and tax advisors | |
| Secure document storage and retrieval | |
| Pay bills for additional households (family members, etc.) | |
| Receive all mail and forward only what is necessary | |
Additional Services (on request):
| After-hours access |  |
| Provide leading identity theft and restoration insurance | |
| Review credit reports and suggest strategies for improvement | |
| Collect and organize documents required by a CPA for tax returns | |
| Manage expenses and handle rents for rental properties | |
| Prepare special reports | |
| Coordinate setting up charitable foundations | |
| Other special projects | |
*Available for an additional fee.
FreyerMartin Signature and Executive BillPaySM
You can be an agent or sports executive and still enjoy personalized FreyerMartin services that are designed to match your lifestyle. Contact or visit us for more information.
You are always assured of total confidentiality and discretion. We don’t have to be told. We'll never disclose your name or discuss your business without your authorization.