Jackson Personal Financial Services serves as a Daily Money Manager. A Daily Money Manager (DMM) is a professional whom provides a wide range of personal business assistance to clients who want help managing their day to day monetary affairs. DMM can assist with organizing and tracking financial and medical papers, pay bills, and maintain bank accounts.
The benefits of the services includes saving time and errors. Also a DMM can assist with negotiating on a client's behalf or help prepare for a major purchase.
The types of services offers through JPFS services are as follows-
Bill Paying, including calls to payees regarding incorrect bills and preparation of checks for client s signature.
Reconciling checking accounts and investment statements.
Preparing and making bank deposits.
Organizing tax documents.
Negotiating with creditors (such as lower rates on credit cards).
Providing general organizational assistance.
Referring clients to legal, tax, and investment professionals and to community resources.
Notary Services.
Sort Mail.
Set up a list of monthly income and expenses.
Obtain, distribute or deposit cash in the amount the Client designates.
Prepare correspondence for Client's signature.
Target Market
The target market includes -
Seniors (over 60 years of age) who want to remain independent but need assistance in handling their daily financial affairs due to illness, memory issues or physical disabilities.
Caretaker spouses who are overwhelmed with the daily emotional and physical demands of an ailing spouse.
Children of Seniors whose ability to assist their parents is limited by time or distance.
Recently Widowed or Divorced.
Individuals going through a temporary medical crisis.