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Duncanville Senior Home Healthcare | Duncanville chiropractic care | TX | Money Management

Caregivers Connection 4U, LLC

"Providing 4 Pillars of Service 4U"

Available 24/7

Serving Dallas/Ft Worth and San Antonio
Call 972-996-2517 or 214-718-1286
Houston to areas covered: Dallas, San Antonio, and Houston
Money Management
 

Larry Legg, CFO, has 35+ years in Business Financial Management.  He has also assisted numerous families in money management and budgeting.  He has an understanding how important a senior's budgeting process is because of rising costs in care.  With Caregivers Connection 4U, he offers a wide range of personal services.  These services can be a one time consultation visit or ongoing in managing your financial affairs.  He is bonded and insured.  Larry is a member of the American Association of Daily Money Managers (AADMM) Services that can be provided by GCM4U are:

  • Sorting your mail
  • Preparing Your Checks
  • Paying Your bills/Deposit Checks
  • Reconcile Your Bank and Other Financial Statements
  • Set Up Automatic Pay
  • Investigate, Reconcile, and Negotiate Medical Claims and other Creditors
  • Prepare Your Budget
  • Determine Worth/Assets and Liabilities
  • Assist in Setting Up Repairs of Home, etc.
  • Recommend Debt Reduction
  • Organize Necessary Papers for Tax Professional
  • Coordinate Care and Transportation
  • Notarize
  • Assist in Making Long Term Care Plans

 

All the services are provided for your needs and choosing.

 

 

 
 
 
Duncanville Senior Home Healthcare | Money Management. Dr. Caregivers Connection 4U is a Duncanville Senior Home Healthcare.