Baker DMM
https://www.bakerdmm.com
Member Since: Sep 03, 2018
StoreFront Visits: 246
StoreFront Visits: 246
Bookkeeping: Accurate, timely bookkeeping is the foundation of sound financial health. Our team maintains meticulous records of income, expenses, and tax filings, ensuring compliance and providing a clear snapshot of your financial status. By eliminating errors and simplifying reporting, we give seniors and their caregivers a reliable platform for decision-making.
Bill Payment: Missed payments can trigger fees, penalties, and credit damage. Baker DMM schedules and executes all monthly bills-utilities, insurance premiums, mortgage payments, and more-on time, every time. Our automated reminders and confirmations keep you on track, protecting your credit score and preventing costly late fees.
Financial Monitoring: Fraudsters target seniors with subtle, hard-to-detect schemes. Our 24/7 account surveillance monitors for unauthorized activity, sudden transfers, and irregular patterns, instantly alerting you or your designated caregiver. Early detection saves money, preserves dignity, and offers immediate reassurance.
Financial Advice: A strategic roadmap guides you toward long-term goals-be it retirement income planning, estate transfer, or investment optimization. Our CPAs and financial planners provide customized advice that balances risk, liquidity, and growth, ensuring your resources last throughout your life cycle.
Vendor Management: Coordinating multiple service providers-home care, legal, medical-can overwhelm anyone. We act as your single point of contact, vetting vendors, negotiating contracts, and overseeing performance. This streamlines operations, reduces costs, and safeguards your assets from mismanagement.
Power of Attorney: A well-structured POA grants a trusted individual the authority to act on your behalf, protecting your interests when you cannot. We guide you through legal requirements, document preparation, and execution, ensuring the POA is both compliant and enforceable.
Daily Money Management: Our flagship program integrates all services into a cohesive, client-centric plan. From daily cash flow tracking to comprehensive budgeting and emergency planning, we provide continuous support that evolves with your needs. This holistic approach safeguards your wealth and grants peace of mind for you and your family.
3455 Peachtree Road NE, Suite 500
Atlanta, Georgia 30326
US
Visit To This Page
Website Visits