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Site created by Courtnee R. Morris

Household Bugeting

  • Daily Advisors LLC work privately and confidentially with clients to organize and handle all the daily aspects of money management.  We help clients set up bill-paying schedules, balance their checkbooks, organize mail and safe keep their financial paperwork and even provide general record keeping services.

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  • Clients have shared with us some of the following concerns: 

  •  Fear of missing insurance and tax payment deadlines

  •  Confusion over incoming mail or telephone solicitations

  •  Collection of Income tax material and trips to the tax advisors office for signing and review

  •  Medicare and supplemental insurance records are unorganized and confusing

  •  Legitimacy of various sweepstakes and other contest mailings

  •  Safekeeping of estate planning and other important documents

  •  Years of past tax information and bank statements keep piling up

  •  Understanding and reconciling bank account statements and activity

  •  Bills all seem to come due at the same time of the month

Let Daily Advisors LLC ease your burden and stress brought about by the responsibilities of daily life.  By reducing your worries, your time can be better spent on family or more enjoyable activities.  Call us to day for at (419) 303-3504 or email us at dailyadvisors@wcoil.com for a free consultation in the privacy of your home or office.