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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 can CSI help someone with dementia?
A: A family member or guardian must already have legal authority to make financial decisions on behalf of the client.

>> 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

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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