Services We Provide

No two people have the exact same life circumstances.  That is why we offer a private initial complimentary consultation in person or over the phone for us to learn more about you and for you to better understand what aspects of planning are and are not applicable to your circumstances.

Government benefit assistance, budget/financial planning, lifestyle/transition planning for you,  and referrals for legal professionals to handle legal planning your family, and your loved one.

We believe that knowledge is power. And we are happy to coordinate a date and time to come and speak to your families at no cost and provide them with this important information that has a tremendous impact on yours and your loved ones' futures.

We are happy to come serve as a speaker and educate your families on these important topics during your conference breakout sessions at no cost to your organization

Guardianship/Conservatorship often involves a lot of time and energy filling out and filing the paperwork with the appropriate parties. We take care of this filing process for you.

Do you have a support group that you are interested in bringing information on disability & special needs planning to?....Contact us and we can make that happen!