Services Offered:

Representative Payee

For those receiving funding from the Social Security Administration.


For those receiving funds from the Veterans Administration (VA) and/or Railroad Retirement.


Court-appointed administration of all of an individual’s financial assets except those administered by the Social Security Administration or Veterans Administration unless approved by the Social Security Administration or Veterans Administration.


Court-appointed administration over an individual’s being. May include authority over residential, educational, medical, legal, vocational, financial, and/or long-term care facility placement.


For those who want to separate the legal ownership of property from the beneficial enjoyment of that property, giving responsibility for managing and preserving trust property to a trustee who administers the funds according to whatever terms the trust establishes for distributions.

Special Needs Trusts

For those who want to leave money or property to a loved one with a disability in a manner that will not affect the loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits.

Non-Representative Payee

For those interested in basic financial management and accounting services. Does not include tax preparation.

Website Created & Hosted with Doteasy Web Hosting Canada