We Bring Balance to Your Finances
So you can focus on improving your quality of life
Everyone needs help, sometime. Whether you're a busy professional, a retiree or anyone else in need of financial organizing assistance, Alternative Financial Services, LLC will oversee your monetary affairs with efficiency and discretion. The services and support we provide help create that special balance—so you fret less over finances and can focus more on your quality of life.

We'll organize your monetary matters and properly maintain them to ensure your peace of mind. If needed, we'll work with your family or custodial guardian to protect your interests.

Our services include:
  • QuickBooks® setup and cleanup
  • QuickBooks® training, maintenance and support
  • Medical claims management
  • Bill payment
  • Bank account reconciliations
  • Household budgets
  • Credit report review and maintenance
  • Tax-related paperwork organization
  • Referrals to legal, tax and investment professionals
  • Service provider liaison
  • Special projects

​We also assist seniors in assisted-living facilities, working directly with them or their families to ensure that:
  • Bills are paid on time
  • Medical claims, long-term care and other insurance are properly managed
  • There are sufficient available funds to meet current expenses 

We complete every task to your complete satisfaction, continuously guarding your privacy and advocating on your behalf.
Whether I'm traveling or working locally, the AFS team keeps careful watch over my financial affairs. I can count on them to be on top of my financial transactions, and to provide me with the trust and confidentiality I require. They interact seamlessly with my trust attorney, personal lawyer, money manager, private banker and tax accountant, and they are always available in an emergency. The AFS team works tirelessly and with great aplomb.
R. MacDonald, Red Bank, NJ
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