As daily money managers we provide assistance to individuals who, because of health issues or time constraints, have difficulty managing their personal, legal, financial, and insurance information and documentation.
Our services complement those of other professionals who work in accounting, financial planning, legal and social service areas by facilitating the completion of the day-to-day tasks.
At Life Management Resources, we encourage individuals to remain in control while receiving the right amount of support to avoid errors that could lead to both financial loss and loss of independence.
We can help you or your advisor with:
*Accessing public and private benefits and entitlements
*Identifying need to create or update important legal documents
*Inventorying important documents and data for monthly budget and year-end tax planning
*Health and long term care insurance claim reconciliation
