Being of service to others is what brings

true happiness.

Proud To Offer A Variety Of Services

  • General organization assistance
  • Establish or confirm online account services
  • Transition to paperless mode
  • Bill payment services
  • Prepare and transact bank deposits
  • Communicate with account holders regarding incorrect bills or questionable transactions
  • Reconcile all financial transactions
  • Balance accounts and maintain organized financial records
  • Organize tax data and documents
  • Communicate with creditors
  • Decipher medical insurance papers and verify proper processing of claims
  • Create budget for cash flow tracking and debt reduction if necessary
  • Assist with fiduciary services (including POA, Trustee)
  • Assist family members or other professionals who are named as fiduciaries
  • Identify and address financial fraud issues
  • Track donations made to non-profits and gifts made to individuals

why we do what we do

The responsibilities of personal financial management can become burdensome, confusing and time consuming at any point in our lives, especially as we enter our advanced years. They can become just as burdensome for active families and busy professionals. At JSE Hunt and Associates, we take on those responsibilities so that you and your family can enjoy the peace-of-mind that comes from knowing your financial affairs are being comprehensibly managed. And with that comes worry-free time for you to enjoy life to the fullest.

frequently asked questions

What Is Daily Money Management?

Daily Money Management is a service based industry providing support for organizing, tracking and financial management for those who have difficulty managing their personal financial affairs.

Who Could Use A DMM?

While the majority of the client base is comprised of seniors the services are not limited to a specific age group.  The support of a DMM can be useful for those who have physical or mental disabilities,  as well as those who do not have the time to manage their finances. It is not uncommon for a busy professional to seek the assistance of a DMM.

What Can I Expect A DMM To Handle?
  • Bill paying
  • Organization of tax documents
  • Creditor negotiations
  • Day to day financial tasks such as checkbook balancing
  • Preparing and making  deposits to bank accounts
Schedule Your Free Consultation Today!
Contact Us

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