What We Offer

Our Services

Comprehensive benefits support from initial questions to ongoing advocacy

How We Can Help

Three focused services that meet you wherever you are in your benefits journey.

Employment Counseling

Helping you understand exactly how working impacts your SSI, SSDI, and Medi-Cal benefits — so you can pursue employment with confidence.

  • Personalized work incentive planning
  • Analysis of how wages affect benefits
  • Guidance on Trial Work Periods, Extended Period of Eligibility, and Expedited Reinstatement
  • Connections to WIPA, PABSS, and other employment support programs

Don't let the fear of losing benefits hold you back.

General Benefits Counseling

We help with non-employment related benefits questions too — from Medicare to CalFresh and everything in between.

  • SSI, SSDI, Medicare, Medi-Cal, CalFresh, and other program navigation
  • Benefit renewals and change reporting
  • Questions about overpayments
  • Personalized recommendations to maximize your benefits
  • Knowing which programs you qualify for

Benefits made simple.

Claims Representation

We support individuals through every step of the Social Security claim process — from first application to final approval.

  • Completing SSI/SSDI applications
  • Serving as the Appointed Claims Representative
  • Managing appeals and reconsiderations
  • Communicating directly with SSA on your behalf

From application to approval, we are with you.

How It Works

A simple, supportive process from authorization to ongoing care.

  1. 1

    Regional Center Authorization

    Ask your service coordinator about our service to get authorized.

  2. 2

    Intake and Review

    Our counselors take time to truly understand you, your goals, and your needs.

  3. 3

    Personalized Benefits Plan

    Receive a clear roadmap with recommended actions tailored to your situation.

  4. 4

    Ongoing Support

    We stay available for renewals, benefit changes, and any new questions.

Delivering Quality

Rigor and care behind every recommendation we make.

Expert Counseling

Every individual receives a tailored review including: benefits status review, employment goals & history evaluation, identification of relevant work incentives, a written Benefits Summary & Analysis (BS&A), and claims support when applicable.

Documentation & Data Tracking

We maintain secure, accurate data through: monthly wage reporting, progress reporting, monitoring benefit adjustments, and secure digital and physical storage.

Program Evaluation

We continuously improve our services through: client satisfaction surveys, employment outcome tracking, SSA benefits impact analysis, and feedback from case managers.

Have a question about your situation?

If your question isn't covered above, reach out. We may be able to help.