​​​​Banking

  • Review and Reconcile Bank Statements
  • Prepare and Process Bank Deposits
  • Write Checks for Monthly Bills
  • Review Investment Account Statements
  • Set-up Automatic Payments and Online Access


Document Management

  • Organize Personal and Financial Paperwork
  • Prepare Records for Retention and​ Shredding
  • Compile Tax Records for Delivery to Accountant
  • Sort Mail


Transition

  • Explore Residential Options
  • Assist with Arrangements for Downsizing/Move
  • Manage Disposition of Personal Property and Collectibles


​​​Additional Items

  • Notary Public in Pa
  • Phone Calls
  • Correspondence
  • Errands
  • Recommendations to Legal, Tax and Investment Professionals
  • Assist with Special Projects 

717.464.6450  witmershaub@gmail.com
Contact us today to schedule a Complimentary Consultation!

​Witmer & Shaub, LLC - Daily Money Management, Lancaster, PA

Witmer & Shaub Money Management Services

Proudly Serving Lancaster County

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Trustworthy professionals dedicated to helping clients manage bills, budgets & record keeping. ​We take pride in knowing that each of our customers is given the highest quality of care and our focused attention. We will go out of our way to accommodate your needs.

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us today to schedule

Complimentary

Consultation!