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Compass Daily Money Management, LLC services can be extremely helpful for senior citizens. Robb Harner is a Certified
Senior Advisor (CSA)TM, who is trained to recognize the specific issues that are important
to seniors, their families, and caregivers.
Whether an individual
has a medical issue that makes it difficult for them to keep up with their finances, or they simply are very active individuals,
whose daily schedules make it difficult for them to find time for their own paperwork. Compass
Daily Money Management, LLC takes the burden of financial management off the senior client so they have time for travel, socializing
or activities
In some cases; seniors have a need for daily money management services due to a physical condition
brought about by the aging process. These issues include decreased vision, limited mobility or other conditions that may limit
ability, and can affect a senior's ability to follow through on daily tasks.
Many seniors are so busy with active
lives, that their travel and social schedules make it difficult for them to keep up with their financial paperwork. Others
simply don't want to be bothered with administering their financial affairs, and would rather have someone else manage their
affairs for them so they can maximize their time for other activities. It is
essential for seniors and their families to know that bills are paid along with appropriate allocation of assets and income.
If a Daily Money Manager recognizes that a client is in any way in trouble due to impaired vision, physical limitations,
or confusion, we can make referrals to community resources, including geriatric care managers, attorneys, and accountants.
Daily Money Managers do not take the place of other professionals. In many cases, Daily Money Managers work closely
with them in seeing our mutual clients receive the attention and service they need.
Compass Daily Money Management,
LLC for seniors can offer the senior client freedom and peace of mind.
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Compass Daily Money Management, LLC
P.O. Box 300857
Waterford, Michigan 48330
248-535-8209
email: robbharner@compassdmm.com Robb Harner, BA, CSA
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Compass Daily Money Management, LLC does not offer investment and legal advice,
and does not sell any investment or
insurance products. Important: Certified Senior
Advisors (CSA)TM have supplemented their individual professional licenses, credentials and education with knowledge
about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation
alone does not imply expertise in financial, health or social matters. Member
of the
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