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Personal Daily Money-Management Assistance
Treating You Like Family Throughout The Process Schedule a Free Consultation Today
Efficient Handling of Your Daily Finances
Lewallen Management specializes in providing confidential and strategic daily money management assistance to individuals and organizations, including:
- Senior citizens
- Families of senior citizens
- Disabled individuals
- Busy professionals
- Frequent travelers
- Small business consulting
- Churches
- Persons facing life-changing events (such as divorce, death of a spouse, business changes, etc.)
- Anyone seeking to simplify their administrative and paperwork burdens
Expertise at Lewallen Management, L.L.C.
Our expertise covers a versatile array of key services, allowing the management of a wide range of daily financial tasks to meet each client’s individual needs.
- Bill paying, including preparation of checks for client signature, as well as calls to payees regarding incorrect bills
- Preparing and making bank deposits
- Reconciling checking accounts and investment statements
- Negotiating with creditors
- Organizing tax documents
- Reviewing medical insurance papers and verifying the proper processing of claims
- Providing general organizational assistance with personal financial affairs
- Referring clients to legal, tax, investment professionals, and community resources as needed
- Small business strategic consulting
Start now with a free consultation
You are invited to call (336) 692-1522 or email [email protected], to receive a free initial consultation. Details of services available and your needs will be addressed during our initial visit. Discover how the benefits of hiring a daily money manager will ease the burdens of organizing your personal or businesses paperwork and daily financial needs. Lewallen Management takes pride in our professional ability to remove the burdens of daily financial tasks from those individuals or businesses who are overwhelmed or too busy to handle such matters themselves. This includes the fact that we can be an important safeguard against potential scams and fraudulent appeals for money by outside sources.
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About Thad Lewallen
Managing Director, Thad Lewallen, has more than 40 years of experience in professional management, teaching and consulting.. He currently serves as a Full Time Lecturer at University of North Carolina – Greensboro’s Bryan School of Business and Economics and as a Visiting Lecturer at Wake Forest University’s School of Business. He also teaches Pre and Post Licensing with the HPW School of Real Estate in Raleigh, NC. He previously served as the Director of Stewardship and Planned Giving for Centenary United Methodist Church in Winston-Salem, N.C. Think of him as family. Lewallen Management is also a member of the American Association of Daily Money Managers (AADMM). www.aadmm.com. Please Call (336) 692-1522, or
Email [email protected] for more information.