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Representative Payee

We offer assistance as a Representative Payee (or trusted Fiduciary for Veterans Benefits (VA) recipients.  In this role, we manage Social Security, Supplemental Security Income, Railroad Retirement, or Veterans Benefits payments for clients facing challenges managing their finances.


As a Representative Payee, we liaise with administering programs and efficiently manage your benefit income, providing reliable, compassionate support.


Clients can nominate us to serve as their Representative Payee or Fiduciary.

In this role, we ensure your benefit payments meet essential needs such as housing, utilities, medical care, and groceries.


We also handle personal expenses and safeguard surplus funds by managing them strategically, whether in bank accounts or through investments, always with your future needs in mind.


Trust us to handle your finances with care and expertise.

Scott Mortenson J.D.

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