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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:

  • Day-to-Day Bill Paying
    • 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: CSI helps protect the assets of those who may be vulnerable to financial loss by providing oversight. CSI provides fast and accurate personal bookkeeping and acts as a neutral third party in handling family assets. Professionals use CSI because it is knowledgeable, fast and accurate. Families use CSI because it allows them to focus on their loved ones instead of their financial affairs.

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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
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CSI, Inc.: Comfort - Security - Independence
1164 Bishop Street, Suite 1505, Honolulu, HI 96813 [map]
www.CSIhawaii.org | Phone: (808) 538.0353 | Fax: (808) 523.7077
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