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AARP Moderator Michael Cuthbert Host of AARP Prime Time Radio interviews Taryn Cyrus, CEO and Founder of Priority Money Management for the "Voices of the Nation" |
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Who are your clients?
Our clients are busy professionals, individuals, families, and others. Indeed, anyone looking for stress-free financial solutions to their personal everyday money management needs can benefit from our services. |
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How do clients find you?
Many of our clients come to us through referrals or from our website. |
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How often would I need your services?
It depends on the types of services you would like us to handle. Some clients need our services for just a few hours per month, while many others rely on us to provide assistance with all of their personal and financial needs on a more regular basis. |
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How much does it cost?
Once we have a complete understanding of your money management needs, we will work out a payment structure that fits your budget. |
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Can I continue using my own financial advisors?
Priority Money Management does not provide legal, investment, financial planning or tax advice. However, we do work with our clients' financial advisors, including attorneys, accountants, financial planners and other advisors in order to ensure that your finances are properly managed. |
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Will my financial information remain confidential?
Yes. Your privacy is very important to us. Your financial information will only be available to our bonded and insured staff members and will never be released to outside parties without your consent. |
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Does your company have a privacy policy?
Yes, we will not directly or indirectly divulge, disclose or communicate to any person a matter affecting or relating to you without your consent unless that information is needed by a 3rd party in order for us to provide services to you. Even then, we stress the confidential nature of the information being shared and maintain policies and procedures that protect your privacy. |
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If I use your bill paying service, how will I know
what has been paid?
We provide a monthly statement showing all bills paid and all amounts received so you can monitor and track your income and expenses. In addition, we offer optional email and SMS phone text messeging services, so you can stay up-to-date on your bills without any additional effort on your part. |
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What is your termination policy?
We require a 30-day written notice in order to ensure a smooth transition and allow for a timely transfer of your records. |
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