FAQ FAQGeneral Questions Can I hire you for a loved one? Absolutely! How often do we get to work with you? As often as you prefer! We’ll create a customized plan based on your needs. Do you have a specific process? Yes! We take you through a step-by-step process that ensures your success when working with […] Read More
What is a Certified Senior Advisor? Financial SolutionsThe Society of Certified Senior Advisors is the leading certification for professionals who are serving older adults. This certification is designated to only qualified individuals such as Rich. Certified Senior Advisors undergo extensive training in order to properly care and serve older adults in their profession. They understand the importance of building relationships with seniors […] Read More
What is a DMM? Financial SolutionsDaily Money Management – An Overview A Daily Money Manager (DMM) provides assistance to people who have difficulty managing their personal or business finances and paperwork. Sometimes, a DMM visits a client’s home or business periodically to provide daily money management services. A DMM will assist with phone calls to payees, prepare payments, monitor expenses, […] Read More