WHAT WE OFFER

SERVICES INCLUDE
  • Comprehensive cash flow reporting 

  • Balance Sheet management

  • Liaison with CPAs, Bankers & Financial Advisors

  • Coordination of bank account transactions

  • Secure & Confidential online banking assistance 

  • Estate planning organization

  • Tax record organization & payment facilitation

  • Insurance policy management & claim reconciliation 

  • Investment tracking

  • Document management for identity theft

  • Guardianship Accounting

Daily money managers (DMMs) provide assistance to a diverse client base from busy professionals to retired seniors who have difficulty, or lack the time needed, in managing their personal monetary affairs. These services are especially helpful for those individuals with busy careers, extensive travel schedules, or individuals who cannot perform their daily financial paperwork due to illness.

Schedule A Consultation

(941) 735-8290