Family meeting with a trusted professional advisor

Red Wing, Minnesota

Trusted Guidance When Your Family Needs It Most

A fiduciary is someone legally appointed to act in another person's best interest — managing finances, making decisions, and providing oversight when a loved one can no longer do so alone.

8+ Years Serving Minnesota
Over 200 Clients Served
Locally Based in Red Wing, MN

Our Services

How We Help Families

We provide court-appointed and voluntary fiduciary services across Minnesota — each one designed to protect your loved one's dignity, finances, and wellbeing.

Guardianship

When a person can no longer make safe personal decisions due to age, disability, or illness, a guardian steps in to make decisions about their living situation, healthcare, and daily care — always in their best interest.

Conservatorship

A conservator manages the financial affairs of someone who is unable to do so themselves — paying bills, managing assets, filing taxes, and protecting them from financial exploitation.

Power of Attorney

A power of attorney allows a trusted person to make legal and financial decisions on someone's behalf. We help families understand, establish, and honor these important legal documents.

Representative Payee

For individuals receiving Social Security or other federal benefits, a representative payee receives and manages those funds — ensuring they are used for the beneficiary's care and needs.

Personal Representative of Estates

When someone passes away, a personal representative (executor) manages the estate — gathering assets, paying debts, and distributing property according to the will or Minnesota law.

Professional advisor reviewing documents with a client

Understanding Fiduciary Services

What Is a Fiduciary?

A fiduciary is a person or organization that is legally and ethically obligated to act in the best interest of another person — not their own.

When a family member can no longer manage their own affairs due to aging, illness, or disability, a professional fiduciary steps in to provide oversight, protection, and peace of mind.

At Security Fiduciary Services, we take that responsibility seriously. We are locally based in Red Wing, Minnesota, and we treat every client with the dignity and respect they deserve.

Not Sure Where to Start?

We understand that navigating guardianship and conservatorship can feel overwhelming. We're here to answer your questions.

(651) 327-2797

Serving Red Wing, MN and surrounding communities