The Need for Financial Monitoring

In this video, Chris starts off with a quote from the President’s Council of Advisors on Science and Technology 2016 study titled “Independence, Technology, and Connection in Older Age”. The quotes states “The Federal Government Should encourage the banking and financial services sector to offer monitoring services to protect assets from fraud and exploitation.” Chris goes on to discuss with the viewer how companies like Baker DMM are helping in our communities by providing these type of financial monitoring services to protect our clients. Chris concludes the video by encouraging the viewer to do some research to see if there are any daily money management service providers in their own community.

Baker DMM has prepared this video for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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