BANKING, FINANCIAL MANAGEMENT & DUE DILIGENCE

SM MGMT is not a financial management firm, nor a CPA firm, however, we take the burden of day to day banking away from the client, allowing you more time to enjoy the money you’ve worked so hard to earn.

A sampling of our Banking and Financial Management Services include:
• Manage, and consult with, accountant regarding client taxes and tax planning
• Manage all household bank and credit accounts and handle necessary bill payment
• Manage all business related bank and credit accounts and handle necessary bill payment
• Serve as liaison between client and personal banker/financial adviser
• Oversight of brokerage transactions