Re-Gain Control of Your Life with Daily Money Management Experts
At Assurance Family Partners, we ensure your bills are paid, your documents are organized, and nothing important slips through the cracks—so you can focus on living the life you’ve worked hard to build.
No more stress. No more searching for lost paperwork. Just clarity, security, and the peace of mind you deserve.
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If Someone Had to Step in Tomorrow, Would They Know Where to Start?
Maybe you’ve managed your financial life with precision for years. But lately, things have started feeling more complicated. Bills stack up, tax season becomes overwhelming, and important documents seem to disappear when you need them most.
You don’t want to burden family members. You don’t want to leave your financial world in disarray. But you also don’t want to spend your time untangling statements, tracking due dates, and worrying about what might slip through the cracks.
And then, life happens. A sudden illness, an unexpected move, or the loss of a loved one can take financial disorganization from “frustrating” to full-blown crisis. When financial chaos takes over, your future, your independence, and your peace of mind are all at risk.
That’s where we come in.
At Assurance Family Partners, we provide daily money management services that bring order to the chaos. Whether you’re planning ahead or navigating a crisis, we step in with structure, calm, and clarity — so your finances stay organized, your documents stay accessible, and your loved ones never have to guess what to do next. With customized support tailored to your needs, we help you protect your independence, reduce stress, and create a plan that others can follow with confidence.
Meet Jeremy Zizmor
How to Keep Your Independence Without the Overwhelm
My grandmother was fiercely independent. She managed her life with precision—until one day, she didn’t. Small oversights turned into big headaches. Documents piled up. Important tasks were forgotten.
She didn’t want to admit she needed help. And she certainly didn’t want to burden her family.
With my 25+ years of experience, including leadership at a major online retail brand and public accounting at PwC, I knew there had to be a better way.
That’s why I founded Assurance Family Partners with one thing in mind: to help families maintain financial order and dignity.
I created a system to bring clarity back into my grandmother’s financial life, without taking away her independence. Late fees, lost paperwork, and financial worries disappeared. She could focus on what mattered most: living her life on her terms.
I believe you deserve the same peace of mind.
Let’s make sure everything is in order before it becomes a crisis.
We Handle the Details So You Can Enjoy Life
We believe financial independence isn’t about doing everything yourself
—it’s about making sure everything is handled properly.
Here’s how we do it:
File Management
We organize, scan, and securely store your financial records, so everything is at your fingertips when you need it.
Tax Organizing
We keep your documents complete, accurate, and CPA-ready.
Personal Records Inventory
We track policy renewals, account reviews, and key financial deadlines, so nothing is overlooked.
Custom Organization
If your system works, we refine it. If it doesn’t, we fix it.
Bill Payment
We pay bills and estimate quarterly taxes online or with handwritten checks signed by our clients or their legal representative. We also set up automatic online payments when appropriate, and with the authorization of our client.
Bookkeeping
We provide regular, timely bookkeeping on a schedule determined by you using personal finance software for efficiency and accuracy. Reports are tailored to provide only the information you want. Whether it’s a high level overview or granular transaction detail, our reports are easy to read and tailored to fit your unique needs.
And More
From handling household financial tasks to coordinating with your existing advisors, we ensure your finances stay your business, just better organized.
Our clients often say:
“I didn’t even have to think about it—you already had it covered.”
So go ahead, spend your retirement traveling, relaxing, and enjoying your time with loved ones. You remain the sole signer on your accounts. We simply make sure everything runs smoothly.
Trusted By Hundreds of Families
Why Clients Say Yes Before the First Meeting
We know inviting someone into your financial life is personal. You want to feel confident, respected, and understood—before you ever get on a call.
That’s why our clients say “yes” with clarity and peace of mind. Here’s why:
1. You’re Entering a Proven System—Not a Guesswork Operation
It all starts with a FREE consultation, where we listen to your needs, goals, and challenges.
When you choose AFP, you’re stepping into a refined, replicable process—built by Jeremy, perfected over decades, and followed by every member of our team.
This isn’t just support—it’s a structure you can rely on.
2. We Think Ahead So You Don’t Have To
You shouldn’t have to chase down deadlines or worry about what you’re forgetting.
We handle all of that before it becomes urgent.
From tax prep to insurance renewals to filing reminders, we collect and review your documents with clarity and care.
We anticipate what’s coming and act before you even have to ask.
Clients often tell us, “You solved the problem before I even knew it existed.”
That’s not luck. That’s the power of proactive care.
3. This Is a Premium Investment—Because It’s Built to Protect What Matters Most
Yes, we cost more than your average DMM. And we’re proud of that.
Because what you get isn’t just help—it’s protection, prevention, and peace of mind.
We craft each plan around you—your lifestyle, your needs, your goals—and place you into a structured service tier designed to support you fully.
This is a premium service for people who value excellence, preparedness, and the security of knowing everything’s handled. And we don’t just set up your system—we stick with you. We implement, maintain, and adapt it as your life evolves
When these three truths are clear, our clients feel more than ready. They feel supported. They feel certain. And if you’re here reading this, it probably means you’re ready too.
A System-Driven Approach That Scales With Care
Unlike solo practitioners, AFP is built for consistency and reliability:
Ready to Experience the AFP Difference?
Join hundreds of clients who trust our systematic approach to manage their finances with care and precision.
Get Started TodayWho We Serve
Our systematic approach benefits diverse clients seeking reliable financial management
Individuals Going
Through Life Transitions
Going through a major change? Let's bring stability to your finances.
Learn More
Individuals Going Through Life Transitions
Going through a major change? Let's bring stability to your finances.
Learn MoreFind Your Perfect Financial Management Solution
Regardless of your situation, our systematic approach adapts to serve your unique needs with consistency and care.
Discover Your SolutionFAQ
Yes. You remain the sole decision-maker. We simply organize and streamline your finances, so you can act with confidence.
Security is at the core of what we do. We use encrypted systems, follow strict compliance standards, and are bonded and insured.
Yes—because it delivers big results. We prevent costly mistakes, eliminate financial chaos, and give you long-term peace of mind.
Take Control of Your Finances Today
You’ve built a life of stability. Don’t let financial details steal your peace of mind.
Let’s make sure everything is in order before life gets in the way.
- No more missed payments.
- No more financial stress.
- Just clarity, control, and confidence.
