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B & I Money Management specializes in handling the daily monetary and medical insurance issues on an individual basis. We will complete work for you at your residence, via fax or overnight mail. All client information is confidential. B & I Money Management is certified as an active member of the American Association of Daily Money Managers. Our services include:

Personal Money Management

 

Bill payment manual or online

 

Reconcile bank statements

 

Formulate and maintain a budget

 

Track investments

 

Make bank deposits

 

Sort mail

 

Organize financial records for tax return preparation

 

Ensure tax return is mailed on time with appropriate check attached

 

Analyze all statements for incorrect billing

 

Tutoring for financial software

 

Input essential historical information on financial software

Monitor Medical Insurance Issues

 

Analyze client's health insurance plan to determine coverage and out of pocket expenses

 

Oversee insurance benefits payments

 

Review medical bills

 

Contact insurance company to resolve claim issues

 

File claims with primary and secondary health insurance companies

 

Contest denial of benefits

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