Phone: 412-369-7170
Fax: 412-369-7270
Retirement Planning
Wealth Transfer


Daily Money Management (DMM) programs provide personal financial assistance to seniors, individuals with critical illness, disabilities and the busy entrepreneur. Whether a person needs comprehensive help or just a monthly reminder to pay bills, the Daily Money Manager can mean the difference between living independently and living in an assisted living facility. Daily Money Managers also offer relief to family members and caregivers who are providing care to their older parents or relatives and assist in the hectic lifestyle of an entrepreneur. Daily Money Managers help individuals or small business’s who cannot or do not have the time to handle their own financial affairs. Putting it in easy terms, a Daily Money Manager acts as a personal financial assistant.

The types of Services offered but are not limited to are:

  • Sorting Mail
  • Bill Paying
  • Making Bank Deposits
  • Maintaining Financial Records
  • Balancing Checkbooks
  • Review Checking Account Statements to detect potential Financial Abuse or Fraud
  • Perform Telephone Inquiries
  • Help to Decipher Medical Bills
  • Gather Tax Information for Tax Returns
  • Process Tax Documents with Appropriate Certified Public Accountant, Local, State and National Agencies

Call to Schedule an appointment to see if this service is what you have been looking for!!!