SERVANT-HEARTED– We care for those who are unable to manage their finances independently. We understand the barriers to great resource management and strive to be the organizational payee of choice in the Commonwealth because of our caring staff and support. With benefit analysis, annual benefit recertification assistance, and SSA income reporting assistance, we aim to serve those in need of payee services
TRUSTWORTHY– We do what we say we will do, always. Additionally, we utilize a HIPAA compliant IT enabled data base for budget storage. Working with secure banking and directly with Social Security Administration, all staff undergo extensive criminal and abuse background checks and training
TRANSPARENT – providing clients with access to their personal file, budget, and balance at all times.
FLEXIBLE – IT enabled to tailor resource management needs to each individuals and allow for budget changes at the click of a button.
RESPONSIVE – Our staff are dedicated to listening to those we serve. We are reachable 24/7 and ensure our services are person centered and individualized.