Daily Money Manager

LK Daily Money Management

President

Lewis is a seasoned professional who provides help with day to day financial matters. As a Daily Money Manager and Fiduciary (Trustee, POA) some of the services he provides are: bill paying; banking and account reconciliation; organization of all personal documents; negotiation with creditors; preparation or review of insurance claims; entitlement assistance (medicare/medicaid); referrals to: financial planners, Elder Law and Trust and Estate attorneys, Accountants (CPAs), Geriatric Care Managers, transition specialists and others.

Services are customized to meet needs and are provided to seniors or family members on their schedule at their locations.