Trusted money manager allowing you or your loved ones to gain financial freedom

Providing personal financial services to seniors, adult children of aging parents, people with disabilities or cognitive impairment, busy professionals, high net worth individuals, small business owners and others. Our services ensure the well-being of our clients’ daily financial lives and eliminate the stress and/or confusion that often come with these tasks, giving our clients and their families increased peace of mind.

Services include (but are not limited to):

• Paying bills
• Reconciling bank accounts, investment accounts, and credit card statements
• Reviewing accounts for irregular activity and fraud
• Monitoring social security income and retirement distributions
• Reviewing medical bills and reconciling insurance claims and reimbursements
• Negotiating with creditors and handling billing disputes
• Budgeting
• Organizing financial, investment, and tax documents
• Serving as a liaison with CPAs, attorneys, and investment professionals

Who can benefit from Lanier Daily Money Matters?

+ Seniors and older adults

Day-to-day money management can be an all-consuming activity, from paying the bills and balancing the checkbook to giving to charity, filing insurance claims, managing investment income, and more. It's too much for many seniors, especially when you factor in memory issues, arthritis, failing hearing and eyesight. A DMM can assist seniors with the above tasks as well as monitoring and tracking long term care insurance, disability insurance, Medicare and Medicaid, and obtaining required minimum distributions (RMDs) from retirement accounts.

+ Adult children of aging parents

A DMM can be a great support to members of the “sandwich generation” – adults still caring for dependent children yet also responsible for the care of an aging parent. So often, people live far away from their parents, making it even more difficult to assist with their daily financial needs. A DMM can ensure that the bills are paid, monitor accounts for signs of fraud, and even provide logistical services like arranging for home or car repairs or hiring a yard maintenance crew, all while keeping the adult children "in the loop."

+ People with disabilities

DMMs are ideally suited to handle the bill paying and financial organization for people with cognitive and physical disabilities because the focus is primarily on clients’ finances. Caregivers are often too overwhelmed with the responsibilities of managing the physical care of their loved ones to manage the financial affairs, so this is frequently overlooked. People with disabilities can become victims of fraud and exploitation, so working with a knowledgeable and trusted professional is crucial.

+ Busy professionals

A DMM will typically assist busy professionals with tasks such as budgeting, assisting with bill paying, monitoring college education accounts, negotiating with creditors, and organizing financial documents.

+ High Net Worth Individuals

DMMs often are asked to work with High Net Worth Individuals (HNWIs) who engage services for convenience and efficiency. Great service and high expectations are often the norm in their lives and they are often less concerned with cost than they are with exceptional service. For HNWIs, DMMs may be asked to pay more attention to investment files, keeping track of many accounts, and legacy and succession matters. HNWI may also have higher concerns about being properly insured and may ask a DMM to assist in making those arrangements.

+ Frequent Traveler

The services of a DMM can enable people to travel worry-free by managing mail, paying bills, monitoring budgets and arranging for home maintenance needs while they are away.

+ Small business owners

Small business owners often rely on the oversight of a DMM. By delegating the financial tasks that are the DMM’s expertise, small business owners can devote time and energy to growing the business. DMMs understand the importance of a smooth, accurate flow of information; their proficiency in recordkeeping, reporting, and performing online transactions can be invaluable to small business owners.