LR Services, LLC provides Daily Money Management services in Saint Paul and Minneapolis, MN for older adults, families of older adults and solo seniors. We meet one on one with our clients and, we work remotely as needed with clients, banking and service providers.
- Management of all Financial Accounts.
– Checking -Savings -Credit Card -Brokerage
(Using Quicken Financial Software)
- Manage daily transactions in all accounts.
- Manage monthly reconciliation of all accounts.
- Manage bill payment by check, auto or electronic pay.
- Be alert for billing errors and unauthorized charges.
- Communicate and advocate with service providers.
- Fiduciary services including POA and Trustee.
- Liaison to accountant to provide tax documentation and reports.
- Liaison to attorney to support the completion of legal documents.
- Organize paperwork, statements, receipts and correspondence.
- Organize and act on daily mail with client or from PO Box.