Our Company Provides the Following Services:

  • Bill paying
  • Bookkeeping
  • Money management
  • Assistance in applying for low-cost housing and/or special housing programs
  • Assistance in applying for special utility programs
  • Payment of rent, utilities and other expenses
  • Veterans Administration and Private Payee services available

We Serve the Following Communities:

  1. Individuals who live in Assisted Living Facilities
  2. Individuals who live in Adult Family Homes
  3. Individual who live independently and who are not able to manage their finances due to disability.

These individuals receive benefits from the following government agencies:

SSDI – Social Security Disability Insurance. These are individuals who are disabled or blind and who have contributed to the Social Security trust fund through their work earnings or their spouses or parents.

SSI – Supplemental Security Income. This is funded from general tax revenues. Beneficiaries under this program are the aged, blind and disabled people who have limited income and resources. Also included in this program are children under age 18.

For more information regarding Representative Payee Program, please go to www.socialsecurity.gov/payee.

Aside from Social Security Administration, we are also working with the following agencies:

Veterans Administration – also offers fiduciary services for veterans and family members who are not capable of managing their own finances.

Mental Health Clinics/Agencies – Case Managers and Social Workers also refer clients to us when they believe that they are not able to manage their finances.

We also serve as payees for busy professionals who do not have time to pay their bills.

We have no waiting list for our Vancouver, WA branch and are currently taking clients. Our Seattle branch is taking clients on a case by case basis, so please feel free to contact us and we will do our best to get you in. We will typically contact potential clients within one day of referral, depending on the time of the month. We are generally busy the week before the 1st of the month and may take longer to get in touch with you. Our goal is to develop a budget that fits your needs, making sure all of your bills are paid before any additional money is distributed. If you would like someone to take care of your bookkeeping, we can assist in paying your bills. Each and every client is important to us and we always endeavor to return any communications.