ABOUT US
Empowering Families
We are a dedicated concierge service specializing in assisting families with special needs dependents. Our mission is to ensure these families receive the support and resources necessary to provide the best quality of life for their loved ones.
We offer personalized assistance in navigating the complexities of benefits and services, including:
- Educating families on all available benefits and programs.
- Assisting with the completion and submission of applications.
- Supporting families through interviews and correspondence.
- Crafting compelling letters and gathering essential documentation.
Programs and Services we help our families obtain include:
- SSI
- SSDI
- Medicaid
- HHA Services
- Med-waiver iBudget
- Med-waiver CDC+
- Food Stamps
OUR TEAM
Our team is committed to advocating for families, ensuring their cases are presented effectively to secure approvals and maximize benefits. With our expertise and compassionate approach, we aim to remove barriers, alleviate stress, and empower families to focus on what matters most—their loved ones.
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Natalie brings a unique combination of professional expertise and personal passion to her work with families. Since starting her career in the financial services industry in 2008, she recognized that families—especially those with special needs—require more than just financial guidance. They need a true advocate, a personal supporter, and a life planner. What began as a natural extension of her work quickly grew into her core mission: delivering a personalized concierge service designed to guide and support special needs families every step of the way.
For the past 10 years, Natalie has devoted herself to supporting families of individuals with special needs. She specializes in helping them navigate complex systems to access government benefits, secure essential resources, increase approvals, and put reliable caregiving in place—all with the goal of enhancing quality of life for their loved ones and providing peace of mind for their families.
Natalie’s work is deeply rooted in her own lived experience. Born with Cerebral Palsy, she understands firsthand the challenges and triumphs that come with navigating life with special needs. Her personal story fuels her passion for Special Care Planning and gives her a unique ability to connect with families on a meaningful level. She shares her journey openly, inspiring others to take action and plan for the future with confidence.
Natalie is more than a leader—she is an advocate, a connector, and a trusted ally to the families she serves.
Hiram has developed a strong focus on serving families with special needs children and adults—a commitment that is both professional and deeply personal. Having close friends and family members with special needs, Hiram understands the lifelong emotional and financial responsibilities that come with caring for a loved one. This personal connection fuels his passion to ensure that these families receive the thoughtful, strategic guidance they deserve.
With over 15 years of experience in the financial services industry, Hiram has built his career on a foundation of trust, integrity, and dedication to acting in the best interests of his clients. As a seasoned financial planner, he is deeply committed to helping individuals and business owners prepare for the future while protecting their present assets and well-being.
Financial planning is not just about investments and insurance, it’s about building a secure future. For families with special needs, that means navigating complex government benefits, legal structures such as special needs trusts, and long-term care plans. Hiram works closely with each family, often in collaboration with their attorneys and care teams, to design holistic financial strategies that support their unique goals.
His mission is to be a lifetime resource not just for his clients, but for the entire support system around them—offering clarity, compassion, and confidence in every step of the planning journey.
