Our customized personal money management services take care of all of the day-to-day administrative details that matter to your financial health.  Take advantage of our personal money management services and rest easy every day knowing that your finances are being handled by professionals who understand your needs.

PMM’s Personal Priority Package will:

• Provide Personal Bill Pay Services
• Frequently monitor credit card activity
• Make bank deposits
• Transfer funds between accounts
• Handle payment questions and disputes
• Act as a liaison between bankers, accountants, insurance agents, financial planners and trust officers
• Make on time payment of tax estimates
• Provide household and small business payroll services
• Organize and file important tax records
• Prepare year end tax forms such as 1099’s and W-2s
• Assist with all paper work required to be approved for real-estate loans, education loans and subsidies, refinancing and debt consolidations
• Compile year end data to send to CPA
• Provide custom tailored periodic reports to help you stay on top of any financial matter