Cindy B Stevens of Personal Financial Solutions has earned the designation of both a CSA – Certified Senior Advisor and a PDMM – Professional Daily Money Manager by passing rigorous background checks, meeting eligibility requirements and passing comprehensive final examinations with the Society of Certified Senior Advisors and the American Association of Daily Money Managers .
Dedicated to providing daily money and medical insurance management services, thereby helping individuals: improve quality of life, maintain independence, enhance ease of living/travel, and create peace of mind.
Years of experience encompassing strategic bill paying, personal finance budgeting, insurance claims research/processing and document organization will be at your service.
Personal Financial Solutions; where knowledge, experience, understanding and empathy are utilized to assist others.