Todd W. Meyer Email and Phone Number

As President and CEO I oversee operations in both divisions of the company, Insurance and financial services. As a hands on Daily Money Management (DMM) professional my practice is focused on working with individuals, families and estates to help them get their finances & estate matters organized and to develop a coordinated financial management system. Personal planning emphasis is on developing a financial & estate management plan that includes aging in place & diminished capacity planning for their senior years. Daily Money Management (DMM) and Senior Concierge Services include bill paying services, preparing and updating personal financial statements, negotiating service contracts and large purchases, providing financial management/fraud prevention oversight services, assistance with funding and maintaining revocable living trusts, assistance with estate DPOA and successor trustee/executor tasks and more...