Services We Provide
Mallard Money Management, LLC offers services to assist individuals maintain their personal
monetary affairs. We meet with you in your home to discuss and evaluate your individual
situation and needs. We can provide services on a daily, weekly, monthly or quarterly basis.
Services are charged on an hourly basis to fit your individual needs.
Our services include but are not limited to:
 | | Bill paying: include calls to payees regarding incorrect bills and preparation of checks for signature
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| | Balancing of checkbooks and investment accounts and maintaining organization of bank records
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| | Preparing and/or delivering bank deposits
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| | Organizing tax documents and other paperwork for your CPA
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| | Deciphering medical insurance documents and verifying proper processing of claims.
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| | Act as a liaison between professionals and client as well as between client and family members. |
| | |
Our goal is to help you maintain the organization of your records. You will ALWAYS maintain
control and access of your accounts. A Money Manager will NEVER sign checks or documents
for you!
Mallard Money Management, LLC is a licensed, bonded and insured organization.
LICENSED
We'll help you get your ducks in a row!
INSURED
