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About Financial Services

Our money management and estate planning resources provide information on financial planning and estate planning providers for individuals with autism and their families. These resources can help families plan for the financial future of their loved ones with autism and ensure they have access to the resources they need.


A Amazing Home Care

  • 210.979.6022

  • 1325 N. Flores, Ste. 114, SA TX 78212

  • Special match savings program for people with limited income. Helps build futures. Also includes program for buying a vehicle.


AXA Advisors Jeffrey Moore

Carol Bertsch – The Law Offices of Carol Bertsch, PC

Catholic Charities

  • 210.222.1294

  • 202 W. French Place, SA TX 78212

  • Legal Services including immigration, wills and advanced planning services, guardianship, and legal aid. Offers a money management program that is designed to prevent the exploitation of disabled or elderly adults who are at risk of losing their independence due to their inability to manage their financial affairs.

Cheryl McMullan

  • 210.212.4076

  • 111 Soledad, Ste. 300, SA TX 78205

  • Estate Planning, Guardianship & Medicaid

Coalition of Texans with Disabilities

Disability Benefits Assistance

  • 210.732.6078

  • 814 W. Euclid, SA TX 78212

  • Assist with applying for disability

Heard & Smith, LLP

  • Social Security Disability Law................................210.820.3737

  • 10715 Gulfdale St., Ste. 100, SA TX 78216

  • Inheritance and Guardianship Law.......................210.904.3200

  • 9601 McAllister Frwy., Ste. 620, SA TX 78216

Jim House

  • 210.821.6863

  • 8526 N. New Braunfels, SA TX 78217

  • Estate Planning, Guardianship

K.T. Whitehead

  • 210.930.4300

  • 3004 Nacogdoches Rd, SA TX 78217

  • Estate Planning, Guardianship & Medicaid, Certified Elder Law Attorney

Symmetry Financial Services, Inc

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