No. As Daily Money Managers, we work with your accountant, attorney, or investment advisors to make sure that all of your day-to-day and personal business is handled with care. We do not provide tax, legal or investment advice, but our efforts complement those of these other professionals. For example, we can help organize information for tax time. Throughout the year, we will keep accurate records and files so that your tax preparer has ready, easy access to the information needed to process your return. For attorneys, we can help clients develop a list of assets to be included in estate planning. With investment advisors, we can work with you to develop an accurate picture of your income and spending needs that your financial planners can use to create a sound investment plan.
