It’s about setting reasonable attainable goals for the future. We specialize in aligning with other professionals such as financial advisors, special needs estate attorneys, special education professionals, and governmental and community agencies to maximize the disability benefits and quality of life available to you and establish the best long-term plan.

Federal Benefits

• Review past and current disability documentation
• Review individual’s assets and resources
• Describe Supplemental Security Income (SSI) / Medicaid & Social Security Disability Insurance (SSDI) / Medicare
• Assess federal benefits (SSI/SSDI/Medicaid/Medicare) eligibility
• Consult and guide regarding required and supplemental documents needed for various federal benefit programs eligibility
• Prepare individual and caregiver for federal benefits interview
• Provide understanding on the different levels of benefits and their maximum values
• Working and receiving SSA benefits

State Benefits

• Explain what Waivers are, and the different Waiver options available
• Review the applicability of state benefits and Medicaid eligibility
• Explain how to be eligible for Waivers through Medicaid
• Guide you through the process of obtaining Waivers
• Assessing and advocacy services regarding Individualized Support Plan (ISP)
• Assistance with Medicaid spend-downs
• Discuss housing options
• Implement Person-Centered Planning into ISP goals
• Maintaining employment while utilizing waivers

Financial and Community Planning

• Encompasses Waiver and SSA Packages
• Discuss strategies on long term future planning
• Help you understand the purpose of Special Needs Trusts and ABLE accounts
• Review strategies on best ways to fund a Special Needs Trust
• Assess individual’s current and potential assets
• Discuss differences and intertwining of federal, county and state-based benefits
• Explain Power of Attorney vs. Guardianship
• Give meaningful referrals to other services/agencies/professionals
• Preparation for Person-Centered Planning and Microboarding

Age Groups	Adolescents Adults
Community Services	Basic Needs / Assistance Financial Counseling / Literacy Community Community Education Community Service
Health Services	Behavioral / Mental Health Behavioral Depression Intellectual and Developmental Needs Autism Spectrum Disorders (ASD) Intellectual and Developmental Disabilities (I/DD) Special Needs Transition Planning
Treatment Services	In-Community Services Individual Support Services (ISS) Parent Coaching Parent Mentoring Professional Services / Wraparound
Payment Types	Self Pay Sliding Scale / Payment Plans
Areas Served	State-Wide

Last Updated: 08/15/26