Family Records Management works seamlessly with other financial professionals such as CPAs, attorneys, wealth managers and financial planners. This allows you the ability to be worry-free when it comes to your financial security both now and in the future. We can provide you with trusted referrals to these professionals. In addition, we offer protection against identity theft, which can have a significant effect on your daily financial stability and credit score.
We act as your personal general manager, protecting what individuals have worked hard to build—keeping things organized, safe, secure and current.