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.

Contact Us

Send Us An Email Today!

Our Location

Find us on the map

No Hours settings found. Please configure it