• Mail organization and filing
• Bills verified and paid
• Bank deposits made
• Checkbooks balanced
• Personal papers organized
• Credit card accounts reconciled
• Investment accounts reconciled
• Medical insurance claims reviewed
and processed
• Monthly personal financial statement prepared
• Other financial services as requested
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.
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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