top of page

Services

What We Do

We are a non-profit organization and we serve the following:

*Anyone that desires assistance with financial goals.

*Individuals required to have a Representative Payee, including but not limited to

  Social Security recipients and VA beneficiaries.

*Individuals in need of trust fund management.

*Working individuals desiring assistance with bill pay and financial budgeting.

*Individuals desiring to reach a future financial goal.

*Assisting Seniors with bill pay and money management while living independently.

*We assist people in avoiding costly late fees and overdraft fees.

*We assist in connecting you with other agencies you may need.

bottom of page