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Who are we?

Knowledgeable professionals dedicated to the commitment as being a personal financial advocate for you. Our team members consist of social workers, advocates, case managers, support coordinators, financial consultants, real estate brokers, healthcare professionals, service providers for those with developmental disabilities and the elderly, and the media.

Our staff has extensive knowledge of local and federal entitlement programs, and is knowledgeable in the case management process.

Our team leader has a range of business experience and knowledge since 1975. Other team members have a broad range of experience in healthcare since 1994.

We are not a law firm, or a mortgage broker, or a financial institution, or a government agency. We have years of experience working with financial solutions, with government subsidy programs, with taxation, and with real estate.

If you are in need of legal assistance, then please contact an attorney of your choice for your legal matters. We cannot represent you or defend you in any legal concern.

We are not a retailer. We do not sell products.

We are support personnel, and we provide professional services to the public and to businesses.