A Family Office Experience
The rigors of managing household finances, insurance and home management can be a full time job in today's age. Your Tight Ship Advisor will insure that your household runs efficiently and that your nest egg remains safe and secure. Whether it is a monthly meeting to review bills, mail or health claims or a larger scale project to prepare for a move or life event – your Tight Ship Advisor will design a plan that you understand and can control.
Your Tight Ship Advisor will work with your existing financial and legal advisors to enhance efficiency and security.
Bill Pay/Household Budgeting
Legal / Estate
Financial / Tax / Investment Coordination
"I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter."
"By helping my parents develop a cash-flow statement, she empowered them with clear knowledge of their financial situation. Their fear was replaced with optimism, and now they are actually are excited."
"Not only have we been cleaning out the mountains of paperwork my husband & I accumulated over the decades, Tight Ship also helped create clarity on so many levels with what documents needed to be kept and what should be shredded. I never thought I'd get organized and have everything simplified."
A personalized approach
What makes a Tight Ship Advisor uniquely qualified?
Each Tight Ship Advisor is a Certified Senior Advisor® - a rigorous certification and ongoing education program focused on the health, finance, insurance & lifestyle aspects of living in today's digital age.
The core services of Tight Ship are 100% consultative and tailored to your specific wants and needs. All interaction is one-to-one in the privacy of your own home and will NOT require the transfer of any personal or sensitive financial information.