Daily Money Managers

AS WE GROW OLDER ....

If you are like many senior citizens, you may find the routine tasks of bill paying and paperwork organization becoming more and more difficult as time passes. Some studies have revealed that up to 30% of the senior population has some difficulty managing routine financial tasks such as bill paying. There can be many reasons why performing financial tasks can be more difficult as we age. Arthritis, poor eyesight, memory lapses are just a few problems that can make routine tasks hard.

SOME EARLY WARNING SIGNS

Do you put off opening your mail?

Do you have piles of letters and papers?

Have you made the same payment twice?

Do you not recognize people or companies you have made payments to?

Have you made some unusually large donation?

POTENTIAL PROBLEMS

Late Payment Penalties

Increased Interest Rates

Identity Theft

Mail/Telemarketing Fraud

THE SOLUTION

Daily Money Management services include:

Mail/Financial Statement Organization

Budget Development

Bill Paying

Fraud Statement Review

Tax Document Organization

Medical Bill reviews/claims (including Medicare and Insurance)

WHO'S LOOKING OUT FOR YOU?

Gary Lewis, Certified Adviser for Senior Living (CASL)

Guardian Angel Protection

Honest

Dependable

Experienced

Affordable

E mail me at gary@assetdesigncenter.com, or call
708-724-9108
West Suburban Chicago area.

DAILY MONEY MANAGEMENT

Paying bills, filing medical claims, and balancing checkbooks can often be challenging for many.

Forgetting to pay a bill or even being a day late can cost you money in late fees and higher interest rates.

I am a financial expert who will work with you: sorting your mail, organizing your financial records, preparing checks for your signature, developing a budget, reviewing medical bills and many other personal financial tasks.

Bill paying is an important instrumental activity of daily living, often ignored by senior care providers. I know that your financial well-being is also an important factor in successful aging-in-place.

Contact me at gary@assetdesigncenter.com to learn more.

LET ME SPEAK TO YOUR GROUP

Allow me to spread the wings of Guardian Angel Protection over members of your organization. Learn how you can detect fraud BEFORE IT HAPPENS. Discover ways to reduce taxes and fees that eat away at your investment returns.

The presentations are free of charge and can be tailored to meet the size and composition of your group. No annuity or other product sales here. I don't sell them. No pitches to replace your current advisers. Only good information you can use to protect yourself.

For more information, contact me at gary@assetdesigncenter.com

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DAILY MONEY MANAGEMENT

LET ME SPEAK TO YOUR GROUP

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