Assurance Family Partners, LLC

Categories

Accounting & Tax Services

About Us

Assurance Family Partners, LLC assists and empowers individuals and families who need help managing their personal day to day finances.
This is called Daily Money Management.

OH REALLY…..Uhm…..WHAT IS THAT?

A Daily Money Manager, or DMM is a person that provides assistance by performing day-to-day financial transactions for any individual, family, military veteran, busy professional or small business that is unable or does not have the time or desire to perform the tasks themselves.

What A DMM Is Not:
A CPA, Attorney, Investment Banker, Insurance Agent, Medical Professional or Social Services Professional, but a DMM many times makes their jobs easier.

Who Benefits From Working With a DMM?
Seniors and Older Adults
Adult Children Responsible for Managing an Aging Parent’s Affairs
Busy Professionals
People in Life Transitions
Many Others....

What Benefits Are Observed By Using a DMM?
Bills Are Paid On Time
Budget Is Developed to Capture Monthly, Quarterly & Annual Bills for both Income & Expense
No More Late Fees Are Incurred ($15 - $39 each)
Credit Card Interest Rates Don’t Go Up
Excessive Spending Habits Are Identified
Tax Documentation is Assembled & Categorized (Electronic)
Client and the Family Get Piece of Mind

What Services Do We Provide?
Bill Pay
Bank Deposits
Statement Reconciliation
Budgeting
Medical Bill Investigation
Tax Document Assembly
Mobile Notary Services
Referrals to Trusted Professionals
General Organization

Background Checked, Bonded, and Insured

Member of AADMM committed to Standards, Ethics, Governance, and Education

Highlights

  • Jeremy Zizmor is the founder of Assurance Family Partners and is responsible for running all facets of the business.
  • Jeremy has worked in public and corporate finance and accounting since 1998.
  • His work ethic, reputation, compassion and integrity are his most important attributes.
  • He requires those same qualities in anyone that works with him.
  • Jeremy has a Bachelor of Science in Business Administration with a concentration in Accounting from Boston University.

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Rep/Contact Info

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Jeremy Zizmor
Daily Money Manager

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