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.

Special Summer Savings

SPECIAL SUMMER SAVINGS

Discounts Up To 40%

Through September 30

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Write or Call Today

Affordable

DAILY MONEY MANAGEMENT

Never worry about bill paying again!

HELPING SENIORS WITH THEIR BILLS

THE WORK OF A DAILY MONEY MANAGER

by Gary A. Lewis, CFP, CASL

Have you ever heard of a DAILY MONEY MANAGER? I hadn't until I took coursework for the Certified Adviser for Senior Living (CASL) financial designation. But the more I looked into it, the more I realized how important such a service is, especially for seniors who are having problems with their vision, arthritis, diminishing mental strength or unwillingness to pour over the countless disclosures and disclaimers received each month.

The DAILY MONEY MANAGER can do a number of things for you but the most important ones are sorting through your mail, writing out the checks for your signature, balancing your checkbook and other accounts, and making sure that your bills get paid on time.

While I had spent many years as a financial planner, helping rich people get richer, I had often felt unfulfilled. Unless I was actively helping money go to charity for estate planning purposes, there was no real social value of what I was doing. Daily Money Management for seniors is different. I get to visit my clients once or twice a month. There is usually some time left after bill paying to talk with them. Well, I prefer to listen to them.

I serve the West Suburban Chicago area and would love to spend a little time with you to visit, learn about you, and discover if there is some way I can help you with your day to day finances.

If you wish to learn more, please contact me at gary@assetdesigncenter.com