 |
CSI Overview
Caring for elderly loved ones or people with
disabilities is an honorable undertaking. Caregivers
often become overwhelmed when they must take on the
added responsibility of providing financial oversight and
paying monthly bills. Where can they turn for help?
CSI, Inc. (Comfort, Security, Independence) is a Hawaii
nonprofit whose experienced case managers specialize
in managing the financial affairs of the elderly or people
with disabilities. Because CSI works exclusively with
this group, it is uniquely qualified to navigate the complex
financial challenges and social circumstances often
faced by these individuals.
Since 1987, CSI has safeguarded the financial assets
of those who may be vulnerable to financial loss through
the following services:
- Daily Money Management
- Bank reconciliation
- Preparing and delivering bank deposits
- Organizing tax documents and other paperwork
- Negotiating with creditors
- Deciphering medical insurance papers and verifying proper processing of claims
- Providing referrals to legal, tax, and investment professionals
- Durable Power of Attorney
- Personal Representative
- Trust Administration
- Conservatorship
|
|
|
|
Q: How does CSI help people?
A: Similar to the trust division of a bank, CSI helps
protect the assets of those who may be vulnerable
to financial loss by providing ongoing oversight. As a
neutral third party, CSI provides responsive, accurate
bookkeeping services.
Professionals refer their clients to CSI because it is
knowledgeable, efficient and trustworthy. Caregivers
choose CSI because it provides a cost-effective way
to focus on their loved ones’ well-being instead of their
financial affairs.
>> Read More FAQ’s
|
|
|
| |
|
|
 Based on my personal experience in which my firm has worked in tandem with CSI, I recommend CSI, without reservation, to those in need of trustee, guardianship or conservatorship services
- Scott A. Makuakane, Attorney,
Est8Planning Counsel LLLC
>> Read More Testimonials
|
|
|
|
