Fidelity-Service-Integrity

Daily Money Management is more than just a bill pay service. It's about making your life easier....

At Alton Financial Management, we understand that each client can have unique needs. We work closely with you to develop a management program that fits your needs and budget. Our daily money management services are not limited to bill paying services. We also provide organizational help, Estate Organization and Estate Administration. Our services include:

  • Monthly bill paying
  • Making bank deposits
  • Checkbook balancing (reconciliation)
  • Financial record organization – bills and other important records
  • Year-end record preparation to provide the necessary tax information to a CPA or other tax professional
  • Budgeting
  • Bank account and personal credit monitoring for accuracy and/or any suspicious activity
  • Getting your personal affairs in order from a legal, financial, medical and personal perspective
  • Hands on support to Executors, Personal Representatives and Trustees who have fiduciary responsibility for settling the estate of a family member.

Call us for a Complimentary Initial Consultation