A WYABLE Account is an investment account that allows qualified individuals with disabilities to save and invest money without losing eligibility for certain public benefit programs, like Medicaid or SSI.

The Direct Express® card is a prepaid debit card option for federal benefit recipients to receive their benefits electronically. With the Direct Express® card, your federal benefit payment is automatically deposited directly into your card account each month on your payment day.

Provides a wide range of financial services including shopping auto/home insurance, small business insurance, wills and other legal services, identity theft protection, home protection (partnered with Vivint), life insurance, senior health care (Medicare navigation only -"easymedicare"), comprehensive financial plans, investments, college education plans, retirement plans, 401K plans, and retirement plans for small businesses. We are also offering mortgages services in CO with WY coming soon.

Provide comprehensive support services to individuals with disabilities. Our programs include Guardianship: with a focus on advocacy and self-determination. Care Management: Creating tailored plans for those with mental, developmental, or physical challenges. Trust Services: Managing special needs trusts for financial security. Power of Attorney & Representative Payee: Managing healthcare and financial matters. SAMHOP: Advocating for those with substance abuse & mental health challenges.

Navigating a career transition, being a business owner, seeking financial growth, or exploring tax-efficient strategies, our office offers personalized guidance and support through comprehensive planning. We give clarity to individuals, families, and business owners on all the risks and gaps in their planning and teach tools to navigate strategically. Insurance, retirement & more. Discover how we can help you elevate your financial well-being and achieve your personal and professional goals.