HELP WITH ROUTINE FINANCIAL TASKS

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.