AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
ElderCare Resources, Inc., offers licensed and bonded professional fiduciary services to people of all ages. We can assist with daily money management, bill paying, investment planning and estate management as well as serve as power of attorney, rep payee or conservator.
As a Certified Personal Document Specialist with a Juris Doctor degree, Janet can:
Sort & purge overwhelming amounts of paper
Separate junk mail from legitimate mail to avoid scams
Reconcile your credit card & bank statements
Streamline your receipts & claims
Organize & file your important documents
Show you what to keep & what to toss
Create a filing system for your financial & insurance documents
Ascertain which insurance policies, investments, & retirement plans are still in existence
Janet often refers to herself as a paper detective. She has tremendous patience to go through mounds of paper & boxes of old documents, piecing together which financial documents go together. She deciphers which life insurance policies still exist & solves the mystery of which investments are still viable & which bank accounts still contain money.…
The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.