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Lotus
Lotus Fiduciary Group

Courtney Smith founded Benefit Payee Services, Inc. in February 2002, and changed the name of the company to Lotus Fiduciary Services in 2016. Lotus Fiduciary Group is a daily money management and fiduciary services company dedicated to helping individuals manage their day-to-day financial affairs. Our clients typically come to us because they have experienced difficulties in being able to effectively manage their financial affairs. We provide money management services to many types of individuals including:

  • Persons with disabilities
  • Busy professionals and small-business owners
  • Seniors
  • Frequent travelers
  • Those who have been recently divorced or widowed
  • Families who don't have the time or expertise to manage their loved ones' finances
  • Professional athletes and entertainers

Our Mission Statement:

Our mission is to provide high-quality money management services with integrity, professionalism and respect for our clients. We are dedicated to being good stewards of our client's money and ensuring their financial affairs are handled with the utmost care.

Specialties: Daily Money Management, Elder Care Services, Small-Business Bookkeeping, Lifestyle Management

Contact: Courtney Smith 303-282-8882