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Financial & Legal Consultations

Planning on coming to Stewart’s for the first time?

Please download our Participant Form and bring it to your visit and view our Participation Policy for information on the use of our programs.

Debt Management Consultations

Learn about debt resolution strategies during a comprehensive family budget review.

Financial Planning Consultations

These one-hour sessions help address your 401k options, insurance information, retirement goals and investments.

Insurance Consultations

Independent Licensed Insurance Broker, Bonnie Victor, is available to answer questions related to health insurance, Medicare planning, long-term care insurance, and life insurance.

Social Security and Disability Consultations

Receive consults and advice for individuals who are seeking information about Social Security. Support persons are encouraged to attend.

Wills, Trusts and Estate Planning Consultations

Receive assistance with estate planning, living wills, wills, medical power of attorney and trusts.

Bankruptcy Consultations

Bankruptcy consultations will help with answering questions on filing and education.

Help Us Improve Our Programs

Thank you for choosing Stewart's Caring Place. One of the best ways to improve our programs and services is to ask our participants to complete a survey. Your responses will help us continue to improve and offer our services free of charge.

Your participation is voluntary, and information will be kept confidential.

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