Stellar Fiduciary

Financial Management

When someone is no longer able to or interested in managing his or her own finances and assets, Stella can handle matters regarding:

Personal and Real Property Management –

  • Locate, inventory and safeguard.
  • Assess values, manage and secure.
  • Supervise staff and maintenance.
  • Oversee sales, rentals, leases.

Investments and Asset Management –

  • Consult and coordinate with investment and insurance brokers, and financial advisors in overseeing stocks, bonds and annuities using Prudent Investing Principles.

Financial Management –

  • Act as Power of Attorney or Representative Payee.
  • Pay bills & track cash flow.
  • Oversee bank accounts.
  • Coordinate and file tax returns.