Money Management solutions for Seniors, and their family.
Serving Western Wisconsin.
Protecting Seniors' Independence.
Senior Money Management Group, LLC
Managing daily finances can become a burden as life gets busier or paperwork becomes more complex. Our services are specifically designed for seniors and their families who find tasks like paying bills, tracking insurance claims, or organizing tax records increasingly time-consuming or physically difficult. Whether you are looking to simplify your own life or seeking professional support for an aging parent, we are here to help.
Client Services
Mail management.
Ensure medical bills match insurance EOB reporting.
Fraud detection Service.
Monthly account reconciliations.
Monthly status reports are distributed to client and family members.
Collect annual tax documents.
About Senior Money Management Group, LLC
The Benefits of Working With Us
• Reduced Stress: Eliminate the "pile of mail" anxiety. We bring order to your kitchen table.
• Financial Protection: We provide a vital layer of defense against late fees, service interruptions, and—most importantly—financial elder abuse and scams.
• Preserved Independence: By handling the administrative heavy lifting, we help you stay in control of your life without the frustration of technical or clerical hurdles.
• Family Harmony: We take the "money chores" out of family visits, allowing you to spend quality time with loved ones instead of discussing bills.
Meet your personal money manager - Gale Gust
As a dedicated Senior Money Manager, I combine a formal Degree in Accounting with years of practical experience to provide my clients with expert financial oversight. My work is guided by the rigorous ethical standards and principles of the accounting profession, ensuring that every transaction is handled with absolute integrity, objectivity, and confidentiality. I don't just manage budgets; I serve as a vigilant fiduciary, applying technical expertise to protect assets and prevent financial exploitation. For my clients and their families, this means more than just balanced books—it means the security of knowing their financial well-being is managed by a professional bound by the highest standards of accountability.