CONFIDENTIAL SERVICES INCLUDE....
- Bill Paying - includes calling payees for questions on bills and preparing checks for client signature
- Collecting, organizing and maintaining tax documents
- Reconciling checking and other bank statements
- Negotiating with creditors
- Maintaining financial records
- Sorting and reviewing mail
- Reviewing investment statements
- Aiding in the settlement of Estates
- Deciphering medical bills and insurance claims
- Minimizing the worry that paperwork is current
- Maintaining your independence
- Being an advocate for you in your community
- Relieving the burden on family members and caregivers
PERSONALIZED SERVICE ....
- Tailored to your special needs
- In your home
- Giving you peace of mind
Working as part of your team - Daily Money Management complements the services provided by tax, investment and legal professionals along with family members in supporting your long-term goals.