Integrated Financial ServicesIntegrated Financial Services

Integrated Financial Services

Open Tuesday - Friday from 9am - 1pm

This is a service to the Western Slope of Colorado providing financial management for at-risk and vulnerable individuals to identify barriers and become self-sufficient and housed to the best of our ability.

The Integrated Financial Services Program provides financial management of social security and veteran benefits to minimize fraud which includes paying household expenses in a timely manner that eliminates late notices and insures on time payments. We also provide our customers with community resources as needed.

Guardianship services are for those individuals that cannot make legal, and or medical decisions for themselves due to illness or accident when there is no next of kin available to provide this service.

Budget counseling is for individuals that request guidance and assistance to better understand their own finances.

Integrated Financial Services Provides:

  • Liaison between SSA, VA and clients
  • Care conferences
  • Monthly follow-up with clients
  • Follow up with liaisons, case managers and medical personnel
  • Fee for Services as established by Social Security Administration and Veterans Administration.
  • Guardianship Startup Fee: $350.00
  • Guardianship Hourly rate: $35.00