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Home | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

Bringing clarity and order to a senior's daily management of bills, budgets and record keeping

http://www.ackermannmoney.com/

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Home | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors | ackermannmoney.com Reviews
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Bringing clarity and order to a senior's daily management of bills, budgets and record keeping
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1 DMM
2 Ackermann Money Management
3 Household finance
4 Life Care Management
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Home | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors | ackermannmoney.com Reviews

https://ackermannmoney.com

Bringing clarity and order to a senior's daily management of bills, budgets and record keeping

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1

Additional Services Offered | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

http://www.ackermannmoney.com/services/additional-services-offered.html

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Engage directly with family members, trustees, and beneficiaries, as directed by client. Protect and restore client's identity. Support executors and administrators of estates. Provide extended absence services. Protect clients from predators. Setup and teach Quicken, if desired by client. Special projects as needed.

2

Daily Money Management | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

http://www.ackermannmoney.com/services/daily-money-management.html

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Audit and verify invoices; resolve disputes. Coordinate and oversee banking relationships. Return or exchange unwanted purchases. Monitor card activity to ensure accuracy and avoid fraud. Inventory assets and liabilities. Resolve credit card disputes. Re-title assets to pour into trusts. Manage estimated tax payments.

3

Ackermann Money Management | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

http://www.ackermannmoney.com/id.html

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Fill out my online form. The easy to use Wufoo form builder. Helps you make forms easy, fast, and fun. Fill out my online form.

4

Life Care Planning | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

http://www.ackermannmoney.com/services/life-care-planning.html

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Evaluate lifestyle financing options. Project income and expenses. Evaluate healthcare financing options. Refer to legal, tax and investment professionals. Plan for potential frailty. Coordinate with other advisers to discuss new goals, realign old goals, and assess interim financials.

5

Useful Links | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

http://www.ackermannmoney.com/useful-links

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Chronic Illness in Seniors. Consumer Financial Protection Bureau’s Ask CFPB. Ethics in Doing Business with Seniors. Family and Social Support Systems. Financial Choices and Challenges for Seniors. Home and Community Service. How to Live to 100. Mental Health, Grief and Loss. Physiological Changes of Aging.

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Home | Bruce A. Ackermann, MBA, CFA, PDMM Personal Financial Assistant for Seniors

Bruce A. Ackermann, MBA, CFA, PDMM. Personal Financial Assistant for Seniors. Insurance Claims and Appeals. Investment Accounting and Analysis. Conservative, Long-Term Investment Management. Bringing clarity and order to a senior's daily management of bills, budgets and record keeping. 865 Menlo Oaks Drive. Menlo Park, CA. 94025.

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