Financial & Legal Consultations
Planning on coming to Stewart’s for the first time?
Debt Management Consultations
Families affected by cancer often have mounting medical bills on top of pre-existing debt and decreasing savings. These one-on-one consultations will give you an opportunity to learn about debt stacking and resolution strategies during a comprehensive family budget review. If your family currently has credit card debt or if you’re in a financial crunch, this is an opportunity you don’t want to miss. Led by the professionals at Primerica, this is a 45-minute appointment.
Financial Planning Consultations
These one-hour sessions led by Gina Betti of Edward Jones will help address your 401k options, insurance information, retirement goals and investments.
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
Attorney Debra Shifrin Newman of Shifrin Newman Smith, Inc. will assist individuals who are seeking information about Social Security. Support persons are encouraged to attend. 30 minute appointments.
Wills, Trusts and Estate Planning Consultations
Receive assistance with estate planning, living wills, wills, medical power of attorney and trusts by the trusted professionals at Primerica. Whether you’re simply looking to know what options are available to you, or protecting both you and your family’s future, this is an opportunity you should not miss. 45-minute appointments.
Bankruptcy consultation by Debra Shifrin Newman will help with answering questions on filing and education.
Medical Debt Consultation
Linda Pace of LMP Health Claims Intermediary LLC will assist in comprehension of medical insurance and negotiation of medical bills and claims.
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.