Daily Money Manager Services

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	Simplify Life Whenever Possible.... A Daily Money Manager (DMM) is a professional who provides a wide range of personal business assistance to clients who want help managing their day-to-day monetary affairs. DMMs often organize and track financial and medical insurance papers, pay bills, and maintain bank accounts. A Daily Money Manager can save you time and hassle, negotiate on your behalf, or help prepare you for a major purchase, like a house. DMMs can also refer you to other professionals such as tax, legal, and investment advisors, and ultimately simplify your life. Our Daily Money Management Services complement the work of our tax, estate planning, insurance, and investment professionals to support our clients' long-term financial goals. A reasonable hourly fee will be charged for our Daily Money Manager services. The efficiencies you might obtain by using the services of a Daily Money Manager may offset the fees charged!	People Who May Benefit from the Services of a Daily Money Manager are: Spouses dealing with death or divorce Adult children with elderly parents living at a distance from them Professionals pressed for time People with medical issues that keep them from handling their own affairs Elderly with physical changes that impress limitations Anyone who needs assistance in managing their own personal monetary affairs Individuals who travel overseas on assignment Services Provided by the Valley National Daily Money Manager Program: Bill paying, including calls to payees regarding incorrect bills and preparation of checks for client signature Reconcile bank accounts and maintain organization of bank records Prepare and deliver bank deposits Prepare budgets of spending plans Organize tax documents and financial documents Advocate for client in financial matters Decipher medical insurance papers & verify proper processing of claims Coordinate with legal, tax, and investment professionals Notary service Payroll service for home employees Act as agent or representative for Medicare Investment portfolio report
	Strictly Confidential - Insured and Bonded - Expertly Staffed by Members of the AADMM - Provided by Valley National Services, Inc. For More Information on Valley National's Daily Money Management Services, please contact Betty Adam, DMM, Member of the American Association of Daily Money Managers at 610-868-9000 x118 or e-mail her at BAdam@valleynationalgroup.com
	Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates.