Elder Money Management

Turn to a money manager with experience.

As a member of the American Association of Daily Money Managers©, we are committed to a code of ethics and ready to help with day-to-day monetary affairs. We can review bills, pay accounts timely, organize tax documents, negotiate with creditors, and track and appeal medical claims. We can also provide protection against identity theft and other forms of fraud perpetrated against the elderly or infirm.

Daily Money Management — An Overview

• Do your children not live close enough to assist you? Or, worse, you are not sure about trusting them to manage your money?
• We can help with these and many other tasks. We will work with your existing attorneys, accountants, investment advisors, and other professionals. If desired, we can provide copies of all transactions to these advisors.
• With us handling your mail, documents with sensitive data is kept out of the hands of potential abusers. We can provide protection against mail fraud, lost payments, and home repair fraud.

With our oversight of combined accounts under management of over $12 million, we can often make arrangements on fees and management with banks and brokerage firms that might not be available to relatively small individual accounts.

Short or long term, we are ready to help.

download AADM Info Sheet.pdf

download Article WSJ 051029.DDM.pdf