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Financial Planning and Daily Money Management

Whether you’re preparing for retirement or you’re already retired, a critical step to protecting and preserving assets is finding a Financial Planner and/or Daily Money Manager who can help you realize your personal financial goals in the long term, as well as on a day-to-day or month-to-month basis. A Financial Planner can help protect seniors from financial difficulties, and assist in making responsible financial decisions. A Daily Money Manager can set budgets and financial goals, pay bills, organize monthly records and taxes, and more. If you’d rather take care of your own bills and record-keeping for now, you may want to go ahead and interview Daily Money Managers for possible future needs; or inquire if the Financial Planner you choose is also available to provide Daily Money Management services down the road.

Park Wealth Management

Park Wealth Management

Categories: Financial Planning & Money Management

Park Wealth Management


1510 Battleground Avenue
Greensboro, NC 27408
336-580-7274

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