Personal Money Management

perfect for

Seniors – We help manage your finances so that you can be free to enjoy your retirement. Set yourself free from the worries of managing your bills! We also work together with families that are out of town but want to help family members maintain their independence.

Disabled Persons – Independence is important to many people, we help you achieve this by assisting you with your finances and keeping you organized.

Busy Individuals / Heavy Travelers – Duty calls and off you go! You don’t need the added stress of managing your personal finances as well!

Individuals trying to fix their credit – We understand that life has many twists and turns that can lead to unforeseen situations that affect your credit. We can help get you back on track and stay on track. Save money by avoiding late fees and penalties.

Independent Contractors (ex. Real Estate & Mortgage Individuals) – Working on commission? Why wait until the end of the year to scramble to get receipts and tax related information together? We help you keep your finances in an organized manner year round.

Make better use of your time by using Deret Financial Services

Just a few of the services offered:

Bills opened and stored in an organized manner
Bills verified and paid
Checkbooks balanced
Credit Cards Reconciled
Payroll for nannies, maids etc.
Year End reports for your accountant
Monthly Financial Reports.