Fiduciary Services
For many veterans, handling personal finances can become difficult, especially for those facing disabilities, cognitive challenges, or other conditions that limit their ability to manage money independently. In these situations, the Department of Veterans Affairs (VA) provides fiduciary services to help safeguard veterans’ financial benefits and ensure those funds are used in their best interest. This article explains the role of VA fiduciary services, who may need them, how a fiduciary is appointed, and how these services help protect veterans’ benefits. With assistance from organizations such as Warrior Allegiance, veterans and their families can move through the fiduciary process with clarity and confidence while protecting long-term financial stability.
What Are VA Fiduciary Services?
VA fiduciary services support veterans who are unable to manage their financial affairs due to a medical condition, disability, or similar circumstance. Through this program, the VA designates a qualified individual or organization—referred to as a fiduciary—to oversee and manage the veteran’s VA benefits. The fiduciary’s role is to ensure those benefits are used to support the veteran’s care, daily needs, and overall quality of life.
Purpose of VA Fiduciary Services
The primary goal of the VA fiduciary program is to protect veterans who may be vulnerable to financial mismanagement, fraud, or exploitation. By assigning a fiduciary, the VA helps ensure that benefits are handled responsibly and in alignment with the veteran’s needs.
Financial Oversight: The fiduciary manages VA benefits by paying necessary expenses, overseeing savings, and allocating funds to support the veteran’s health and well-being.
Safeguards Against Abuse: The program helps prevent financial exploitation by placing benefit management in the hands of a trusted, reviewed individual or organization.
Reassurance for Families: For veterans and their loved ones, fiduciary services offer peace of mind by ensuring that finances are monitored carefully and used appropriately.
PRIVACY POLICY
To assist in communicating with our veterans, we utilitize a third party sms system for text messages. Privacy is our utmost concern. We do not sell or otherwise prvide veteran contact info to anyone. See our complete privacy policy below:
Purpose
Snow Accounting and Consulting, PLLC (“we,” “our,” or “us”) is committed to protecting your privacy. This SMS/Text Messaging Privacy Policy explains how we collect, use, and safeguard information obtained through text message communications in accordance with applicable law and CTIA messaging compliance guidelines.
By opting in to receive SMS/text messages from us, you consent to the practices described in this policy.
1. Purpose
Snow Accounting and Consulting, PLLC (“we,” “our,” or “us”) is committed to protecting your privacy. This SMS/Text Messaging Privacy Policy explains how
we collect, use, and safeguard information obtained through text message communications in accordance with applicable law and CTIA messaging
compliance guidelines.
2. Information We Collect
When you communicate with us via SMS/text messaging, we may collect:
• Your mobile phone number
• Your name and basic contact information
• The content of messages sent or received
• Communication preferences, including opt-in and opt-out status
• Message date, time, and delivery metadata
We collect only the information reasonably necessary to provide requested services and communicate with you.
3. How We Use SMS Communications
We use SMS/text messaging solely for service-related, non-marketing purposes, including:
• Communicating about accounting, tax, bookkeeping, payroll, or consulting services
• Appointment reminders and scheduling coordination
• Responding to client questions or document requests
• Administrative or account-related notifications
We do not send marketing or promotional text messages.
4. Message Frequency and Carrier Charges
• Message frequency varies depending on your interaction with our services.
• Message and data rates may apply according to your mobile carrier plan.
• You are responsible for any carrier-imposed charges.
5. Opt-In Consent
You may opt in to receive SMS/text messages from us by:
• Providing written or electronic consent through a client intake form or agreement
• Submitting a website form that clearly discloses SMS communication
• Providing verbal consent during a client interaction
Consent to receive SMS messages is not a condition of purchase or services.
6. Opt-Out and Help Instructions
You may opt out at any time by:
• Replying STOP to any message you receive from us
• Contacting us directly using the contact information below
After you opt out, you will receive one final confirmation message and will no longer receive SMS communications unless you opt in again.
For assistance, reply HELP or contact us directly.
7. Data Sharing and Third-Party Disclosure
We do not sell, rent, share, or otherwise disclose your personal information or SMS consent to any third parties for marketing or promotional purposes.
We may share limited information only when necessary to:
• Provide SMS messaging services through our communications provider (GoTo Connect)
• Comply with applicable law, regulation, subpoena, or legal process
• Protect the rights, safety, or property of our business, clients, or others
Any authorized service providers are required to maintain the confidentiality and security of your information.
8. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information, including:
• Secure communication platforms
• Access controls and authentication requirements
• Confidentiality obligations for personnel
While we take appropriate security measures, no transmission method is completely secure.
9. Data Retention
SMS communications and related personal information are retained only as long as necessary to:
• Provide services and maintain client relationships
• Comply with legal, regulatory, and professional record-retention requirements
• Resolve disputes or enforce agreements
Information is securely deleted or anonymized when no longer required.
10. Your Rights and Choices
You may:
• Request access to the personal information we maintain about you
• Request correction or deletion where permitted by law
• Withdraw consent to SMS communications at any time by opting out
To make a request, contact us using the information below.
11. Policy Updates
We may update this Privacy Policy periodically.
Any changes will be posted on our website with a revised effective date.
12. Contact Information
Snow Accounting and Consulting, PLLC
Utah, United States
Phone: 801-735-9304
Email: corrysnowva@aol.com
For SMS assistance, reply HELP or contact us directly.
By opting in to receive SMS/text messages from Snow Accounting and Consulting, PLLC, you acknowledge that you have read and agree to this SMS/Text
Messaging Privacy Policy.