Daily Money Manager (DMM) Services
Sample of our Daily Money Manager Services:
Nobody likes paying bills, reconciling his checkbook or scrutinizing credit card statements for identity theft and fraud.
Now there’s an alternative: the daily money manager, or DMM. ” As part as a Daily Money Manager; we strictly adhere to Standard of Practice set forth with the AADMM (American Association of Daily Money Managers).”
A DMMs conduct in all matters shall reflect credit upon the profession.
A DMM shall not disclose any sensitive client information without the specific consent of the client.
A DMM shall provide services to clients competently and maintain the necessary knowledge and skills.
DMM will provide services with honesty and trust, and the client’s best interest will always take priority.
Boyd, D’Andrea Group is proud to office this service!
“Help for the elderly…
Older Americans struggle on several fronts with money management. For some, physical conditions such as arthritis make such rudimentary tasks as writing checks and opening the mail difficult, while others have cognitive challenges, including dementia, that cloud thinking. Confusion and disorganization can quickly follow.
Today, many, if not most, elderly also are drowning in official-looking solicitations for credit cards, insurance, fraud protection and financial assistance from every institution in which they have an account. What once was a prudent move, opening accounts in several banks, has turned into the junk-mail nightmare on Golden Pond.”