If I hire LR Services as a Daily Money Manager, do I give up any control of my money?

No, not at all.   A DMM’s role is to assist their client in managing, controlling, and organizing their everyday financial matters.  In this manner, financial documentation will be in order for the client's accountants, financial advisors, and other professionals as needed.  DMM’s do not sign checks; rather they can prepare checks for signature, or assist in automatic bill payment or online bill payment as requested.  DMM’s help their clients maintain control of their own financial matters.

 

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