Family and Estate

Personal Financial Services

In addition to our extensive range of traditional financial, advisory and trust services, Warren Averett can also provide a variety of personal services you may not have expected. We work closely with our clients and their families to build a network of trust and communication that provides security, confidence and most importantly the independence clients deserve for a lifetime of hard work and achievement. Assisting busy professionals with extensive travel schedules, beginning retirement years, and those caring for aging family members, Warren Averett collaboratively customizes services based on the needs of our clients and their families.

With our experience in retirement planning and elder-care consulting, our professionals offer many services to help clients implement their family plans. Such services include:

• Developing personal budgets
• Paying bills and balancing accounts
• Conducting routine, ongoing financial and accounting services
• Coordinating and overseeing home maintenance and repair
• Assisting with Medicaid, Medicare and social security benefits
• Arranging and evaluating the appropriate level of care

We listen to the issues our clients and their families face every day, and work with them to suggest and implement a plan that will make life a little easier. We work closely with our clients and their family members to maintain their standard of living and to facilitate practical decisions without conflict. Our professional independence as certified public accountants insures that the advice we offer is based on the highest ethical standards. Our experience in working with individuals and their financial plans over the years gives us significant insight and understanding about individual needs and goals.