Personal Finance & Tax
PERSONAL FINANCE AT SAGE MONEY MANAGERS, LLC

We provide personal finance services also known as daily money management to busy professionals, seniors and anyone else needing assistance.  For seniors, this often means the difference between the independence of living at home and being institutionalized.  For all individuals, this means saving substantial money in late fees, inaccurate charges or payments. We provide financial peace of mind and asset protection.

  • Bill Payment
  • Tax Preparation
  • Negotiating With Creditors
  • Budgeting
  • Debt Counseling
  • Record keeping
  • Balancing Checkbooks
  • Bank and Credit Card Reconciliations
  • Organizing and Addressing Incoming Mail
  • Financial Software Setup and Training
  • Monitoring Insurance Claims
  • Interpreting Financial and Insurance Statements
  • Organizing Information for Estate Planning
  • Monitoring Benefits
  • Monitoring and Maintaining Credit Reports
  • Protection from Fraud
Contact Us for Additional Information: Sage Money Managers, LLC
Website Builder