Let us walk beside you on the path towards secure and peaceful living

Services We Offer

Financial Management

Financial management can be very overwhelming and risky if you do not know what you’re doing. Working with a professional to handle your finances in a way that allows for success and in compliance is a great option for many. We can help with a variety of tasks such as those below:

  • Expenses and Income
  • Reconcile the checkbooks to the bank statements
  • Pay the client’s monthly expenses
  • Post the client’s monthly income

Long-Term Care Applications

While most people believe “long-term care” refers to just an insurance policy, this is only a brief piece of the puzzle. We can help you navigate all that comes with the phrase “long-term care” such as long-term services, support for personal care, living arrangements and the long list of legal, family and social dynamics that come into play. A few of our services include:

  • Department of social Services 
  • Title 19 Husky C Benefits 
  • Personal Care Supports
  • Long-Term Services
  • Legal Dynamics
  • Family Dynamics
  • Long-Term Care Insurance Policies


When an individual is no longer able to manage their financial affairs or is vulnerable to undue influence by others due to a disability, illness or life circumstance, legal protections may have to be put in place to keep that person safe. A conservator is a person appointed by the Probate Court to oversee the financial or personal affairs of an adult. We can manage the following for you:

  • Conservator of the Estate – supervises financial affairs, including caring for property, managing bank accounts and ensuring the safe handling of the person’s income

Administrator & Trustee of Estates

A trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of the trust. We work with families to manage task below:

  • Administrator & Manage Trusts Wills & Estates Sales – let us handle the logistics while those left behind are grieving
  • Preparation of Trusts & Wills – ensure those you leave behind are left with a plan

Power of Agreement

Providing the proper legal documents allowing another to act for you in the following ways:

  • Power of Attorney – allowing another to act for you
  • Medical Power of Attorney – allowing another to make medical related decisions for you
  • Connecticut Advance Directives – providing you with more control over health decisions when unable to make them yourself or communicate


If you or a loved one are facing a difficult financial, legal, or negotiation challenge, we can help. We offer non-judgemental and compassionate services that can provide immediate relief as well as effective solutions that bring peace of mind. A few of those services include:

  • Budgeting Counseling – discuss your financial situation and help you develop a personalized plan for financial solutions
  • Investment Counseling – providing financial advice for retirement planning, investments and/or insurance
  • Legal Counseling – providing legal advice and guidance
  • Negotiation Counseling – providing solutions to reach compromise or agreement while avoiding arguments and disputes