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LR Services, LLC

Personal Financial Counseling

Call for location

(651) 683-0898

Website

http://lrservices.net/our-services

Service Details

Description

Financial management counselors take a look at your personal finance information, help to create a plan to pay off debt or keep on top of bills and provide retirement planning information.


Additional Information

Provides seniors with in-home and virtual support in the organization and execution of their everyday money matters


Help older adults maintain their financial independence, control and dignity.


Support older adults to help them organize and execute everyday paperwork and financial tasks such as:
* Management of all financial accounts.
* Managing daily transactions in all accounts.
* Managing monthly reconciliation of all accounts.
* Managing bill payment by check, auto or electronic pay.
* Being alert for billing errors and unauthorized charges.
* Communicating and advocating with service providers.
* Fiduciary services including Power of Attorney (POA) and Trustee.
* Liaison to accountant to provide tax documentation and reports.
* Liaison to attorney to support the completion of legal documents.
* Organizing paperwork, statements, receipts and correspondence.
* Organizing and acting on daily mail with client or from PO Box.


Features

  • Area Served by County
    • Dakota County 
    • Hennepin County 
    • Ramsey County 
  • Payment
    • Private pay 
  • Specialization
    • Older adults 
    • People with low income 

Eligibility

Older adult must be located in St. Paul, Minneapolis or surrounding suburbs


Fees

Hourly fee, with a two hour minimum, plus trip fee and mileage


Area Served

Twin Cities Metro area


Websites

http://lrservices.net/our-services

http://lrservices.net

Phone Numbers

Type Number Hours
Main (651) 683-0898

Last Update

12/5/2024

Other Locations

This provider does not offer this service at other locations.

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