Take Control of Your Finances with a South Brunswick Concierge Financial Review

Save money. Eliminate waste. Simplify your financial life — without sacrificing the things you enjoy.

If you’ve been wondering whether you’re overspending, missing easy savings, or losing money on forgotten subscriptions and outdated insurance rates, South

Brunswick Concierge Services can help.Our Financial Review service is designed to uncover hidden savings and streamline your monthly expenses — all this with no stress, and you only pay if we find savings!

🔍 Step 1: We Review Your Monthly Expenses

We start by sitting down with you and taking a clear look at your financial landscape, including:

• Home insurance

• Auto insurance

• Cable and internet bills

• Streaming services

• Utility bills

• Subscription fees

• Credit card statements

Once we understand where your money goes each month, we begin identifying opportunities to save — without changing your lifestyle.

💡 Step 2: We Identify Easy, Actionable Savings

You’d be surprised how many people overpay simply because they haven’t reassessed their expenses in years.

Some common savings we uncover include:

• Outdated home or auto insurance rates (hint: you should be shopping these regularly)

• Subscription services you no longer use

• Duplicate charges on forgotten credit cards

• Cable and internet bundles priced far above current market rates

Our goal is to find painless, meaningful savings you can benefit from year-round.

🛠️ Step 3: We Do All the Legwork for You

Here’s where we make your life easier:

• Need new insurance quotes? We request them.

• Want to downgrade or cancel cable? We handle the setup and the cancellation calls.

• Switching to streaming? We recommend services, install apps, and set up a digital antenna for live local channels.

No more hours on hold. No more negotiating with customer retention departments.We take care of the “dirty work” — you just approve the final choices.

💵 Step 4: You Save Money All Year Long

Once we implement your savings, you benefit every month — long after our work is done.

And we don’t stop there.We provide annual financial checkups to help ensure you continue saving and avoid creeping expenses over time.

🤝 How Do We Make Money?

Simple — we only get paid if we save you money.

• If we don’t find savings, you pay nothing.

• If we do find savings, you pay a portion of the first year of savings only.

• Every year after that? Those savings are 100% yours.

This means our service pays for itself and continues to benefit you long after the first year.

📞 Ready to See How Much You Can Save?

Whether you’re overwhelmed by monthly bills or simply want to tighten up your financial picture, we can help.

Call South Brunswick Concierge Services today to schedule your Financial Review and discover just how much time — and money — you can save.

📞 910-465-0168🌐 SouthBrunswickConcierge.com

Simplify Your Life — One Task at a Time.