Eddy & Schein Group Information

Eddy & Schein Group provides clients with management and coordination of personal, financial, legal and insurance matters. Our tagline is “LifeKeeping, Not Just Bookkeeping®.” Eddy & Schein works closely with Attorneys, Geriatric Care Managers, Financial Advisors, Accountants, and others to build a team that supports our clients. Many just-turning-65 people come to us for advice on the proper health insurance package. The staff are all members of the American Association of Daily Money Managers and have been background checked. Some of the Eddy & Schein services are:  Providing information to team members; e.g., attorneys, CPAs, financial advisors, etc.  Tracking income and expenses  Paying bills and computerizing records  Analyzing insurance coverage and making recommendations for the best insurance plan  Managing health insurance claims  Protecting our clients from financial abuse and identity theft