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Mission Statement
"To assist Hawaii's elders and people with disabilities to maintain or achieve a comfortable, secure and independent lifestyle through individualized daily money management and related asset management".
CSI is a private, nonprofit 501(c)(3) agency with highly trained financial case managers. Since 1987, CSI has provided financial services for the elderly and adults with disabilities. It is a safe, secure, reliable option for reasonably priced financial services.
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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
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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
