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The Guardian Daily Money Managers

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Service type
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About
We specialize in assisting the elderly and the disabled maintain their freedom and independence by removing the burden of paying bills, managing deposits and dealing with paperwork. We can also help military personnel, or others working away from home, by making sure their bills are paid and their property is maintained while they are away. I like knowing that the services we provide help the elderly and the disabled maintain their freedom and independence. Also, that those who are serving our country can have peace of mind knowing that their finances and property are being maintained during their tour of duty.
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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I travel to my customers

I work remotely (phone or internet)