Amy Elizabeth Services, LLC works to facilitate information sharing, per your request. The compilation of information in an organized and deliverable format saves you time allowing you to focus on what is most important to you. Services my existing clients find valuable are:

•Account Reconciliation

•Statement aggregation with the ability to include Alternative Investments, Real Estate, Antiques & Collectibles, and Precious Metals

•Compilation & preparation of tax information for submission to accountant

•Estate Planning Services

•Notary Services

Strategically, many of my clients share similar goals- grow, preserve and eventually pass on assets in a tax efficient manner. Tactically, their needs vary. Amy Elizabeth Services, LLC works with you and your family to deliver solutions to your specific needs through a customized and tailored approach. Some examples of services offered are:

•Account Maintenance Services

•Customer Service Liaison

•Bill Payment

•Philanthropic Coordination & Record Keeping

•Mail Sorting & Electronic File Archival

•Research & Analysis