Services We Provide

Initial Complimentary Consultation

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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.

Fee-Based Comprehensive Disability/Special Needs Planning

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Addresses legal planning, guardianship/conservatorship filing (if applicable) government benefit assistance, budget/financial planning, and lifestyle/transition planning for you, your family, and your loved one.

Organization Workshops

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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.

Conference Speaker

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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 Filing

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Guardianship/Conservatorship often involves a lot of time and energy filling out and filing the correct paperwork with the appropriate parties. Our fee-based service takes care of this process for you so all you have to do is show up for your court hearing.

Support Group Workshops

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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!