DMJ Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ client, everyone on our team works for you.

Let's get started today. 

DMJ Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ client, everyone on our team works for you.

Elder Care Services

When you or a loved one faces a life transition, it is important to keep your finances on track. DMJ′s monthly accounting and money management services will allow you to keep bill payments and budgeting on track, while avoiding costly errors and maintaining good tax records.

Some of our many services are as follows:

  • Financial analysis, cash management strategies, and budgeting.
  • Pay bills monthly, monitor deposits, and prepare a record of expenses and deposits.
  • Establish bank drafts for utilities, insurance premiums, homeowners′ association fees, home insurance, and any other recurring expenses.
  • Establish direct deposits.
  • Reconciliations of bank accounts.
  • Sort, organize, and maintain mail, brokerage statements, checking and savings statements, and other client materials.
  • Visit as needed and/or requested for business purposes.
  • Communicate with attorney, banker, or broker and provide referral to trusted advisors as necessary.
  • In home signature guarantee and notary services.
  • Administrative duties as needed and related to our services.
  • Tax planning, return preparation, and filing.
  • Coordinate estate planning in conjunction with your attorney.
  • Discuss investment portfolio and other assets in conjunction with your broker.