About
They offer life planning consultations, workshops, and benefits assistance to help families develop a strategic, long-term plan that takes into consideration their unique circumstances. Their philosophy centers on the importance of the family unit and the need for a comprehensive approach to long-range care planning. With a team of experienced professionals, including TJ Kroehle, AIF, Principal, Life & Estate Planner, and Michael Deguchi, Life Planner, they strive to provide personalized support and guidance to families navigating the complexities of special needs planning.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Life Planning Consultations
They offer life planning consultations to help families develop a strategic, long-term plan.
Workshops
They provide workshops to educate families on various aspects of special needs planning.
Benefits Assistance
They assist families in identifying and applying for governmental benefits they may be eligible for.