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Association of Generation Experts for Seniors

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DAILY MONEY MANAGEMENT

Lewis Knopf
President
LK Daily Money Management
516-528-0206
lewis@agesresourcenetwork.com
www.lkseniorservices.com

 

Lewis is President of LK Senior Services, LLC, which provides practical solutions and compassionate support in Daily Money Management to seniors, their families, widows, divorcees and busy executives. He is a seasoned professional and is a Certified Senior Advisor. As a Daily Money Manager and Fiduciary (Trustee, POA, Guardian) he provides the following services to people who have difficulty in managing their personal monetary affairs: paying bills; banking and reconciling bank accounts; organizing all personal documents; negotiating with creditors; preparing and reviewing insurance claims; and assisting with entitlements. He provides referrals to: financial planners, Elder Law and Trust and Estate attorneys, Accountants (CPAs), mortgage providers, insurance agents, geriatric care managers and transition specialists .Services are customized to meet individual needs and are provided to clients on their schedule at their locations.
 
Member: Society of Certified Senior Advisors
Member: American Association of Daily Money Managers

 

 

 

 
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