As a Daily Money Manager, what services do you provide?

 

As a member of the American Association of Daily Money Managers (AADMM), LR Services can assist in any capacity requested to bring organization and clarity to the management of everyday financial matters.  This could include:

 

  • Reviewing and paying bills.
  • Reviewing and reconciling bank and credit card statements.
  • Balancing checkbooks.
  • Managing record keeping and receipts for tax preparation.
  • Reviewing and managing paperwork from insurance companies, medical providers, etc.
  • Communication and advocacy with service providers on behalf of the client.

 

LR Services can manage a client’s financial matters manually or with financial software.  Based on the client's preference we can help to pay bills via mail, online, or through automatic payments. 

 

LR Services is always on the alert for errors, scams, identity fraud, and financial exploitation.

 

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