Our Case Managers provide a professional yet personal approach with all of our clients. We tailor a financial management strategy specific to each individual’s needs.


VIEW FLYER – Planning your estate?

Our basic responsibilities include:

  • Secure, manage and invest all assets;
  • Create a monthly budget, pay bills, and provide for personal allowance;
  • Apply for potentially available benefits (ie. VA, Social Security, Medicaid);
  • Advocate on behalf of clients with creditors to assist with payment of debts;
  • Freeze credit with all three credit agencies to stop exploitation of adult conservatorships;
  • Provide options for pre-need planning of funeral arrangements;
  • When necessary purchase or sell property when required with Court Approval;
  • Prepare annual accountings.

We are unique:

  • All Case Managers are licensed credit counselors.
  • We are accredited by National Guardianship Association, Counsel on Accreditation and Better Business Bureau.
  • Internal and external audits and accountings are routinely performed.
  • Licensed CPAs and a Real Estate Broker are on staff.
  • Licensed Certified Fraud Examiner (CFE)
  • We are bonded and insured.

Who we can help:

  • An individual who needs protection from neglect, financial abuse and isolation.
  • An individual whose family/friends do not have the time or capability to assist with their financial responsibilities.
  • An individual who wants to ensure their wishes are honored according to their estate plan.

For more information, please call 843.628.3000 or email us.