Do you manage day-to-day finances for an aging parent??

Our Expertise Leads To Your Peace of Mind


If you are managing your parents day-to-day household finances in addition to balancing your own busy life, wouldn't it be great to turn those burdensome tasks over to a trusted partner to handle?

Caymus Financial "bonded and insured" Daily Money Managers (DMMs) ensure that nothing falls through the cracks by performing tasks like:

  • Bill Paying
  • Balancing Checkbooks
  • Credit Card Statement Reconciliation
  • Preparing and Delivering Bank Deposits
  • Assembling Tax Documents
  • Medical Bill Investigation
  • General Organization Assistance
  • Providing Referrals to Legal, Tax, and Investment Professionals
  • Notary Services**
  • Life Binder Services (Coming in June 2019)

Find out more

Caymus Financial Services

Lehigh Valley, Pennsylvania, United States