Our Social Commitment

PB_logo_learnMoreIn our daily work, we serve hundreds of families who have been challenged by illness, accident, developmental disability, or the loss of a loved one. These challenges are difficult for every family, but particularly for those of modest financial means.

Through our Pro Bono Supplemental Needs Planning Program, we provide comprehensive estate and supplemental needs planning at no cost to numerous such families that are facing the challenges and expense of raising a child with special needs.  As of December 2016, 59 families have completed a full set of estate and supplemental needs planning documents through the program.

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We also contribute over 2½% of our revenue each year to charitable organizations, primarily ones that serve individuals and families battling illness, disability, or poverty. We feel honored to be in a position to give back to the community in these ways.

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