Services and Benefits
DAILY FINANCIAL MANAGEMENT provides a wide range of services that simplify your life by managing your routine financial tasks. At DFM, we will:
- Make sense out of your existing financial records
- Systematize your bill paying
- Balance your checkbooks
- Organize your tax records
- Manage your personal and rental real estate
- Decipher your medical insurance papers and verify proper processing of claims
- Gather and arrange estate planning documents
- Help estate executors and trustees organize financial chaos left behind
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