FINANCIAL MANAGEMENT SERVICES
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By providing Representative Payee services, we help create a Financial Stability for some of California’s most vulnerable populations. Our goal is to strengthen our communities by ensuring that those with disabilities are provided with consistency to meet their basic needs, have access to services they’re entitled to, and see an improvement in their overall standard of living. At LeBlanc Consulting, we constantly strive to find ways to maximize our clients’ benefits, avoid overpayments, and strengthen their ability to live integrated lives within their communities. |
SERVICES
MONEY MANAGEMENT & REPRESENTATIVE PAYEE SERVICES FOR SOCIAL SECURITY BENEFITSDevelop a monthly budget with the participation of the client and support team
Ensure that client’s current and ongoing needs are met: pay rent, bills, and daily needs Weekly & Bi-Monthly Check & Direct Deposit disbursements available. |
BENIFIT REPORTING FOR SSI AND MEDI-CAL ELIGIBLITYLeBlanc Consulting can act as Authorized Representative for Medi-cal Monitor clients’ resources for continued eligibility for SSI and Medi-Cal Process redetermination paperwork for SSI and Medi-cal.
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TECHNICAL SUPPORT SERVICES FOR COMPLEX SOCIAL SECURITY MATTERSApply for benefits Title II, SSI, and other available benefits. Employment tracking and reporting. Apply for special work deductions and income exclusions. Determine accuracy of overpayments, file waivers & negotiate reductions.
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What to expect:
- Rent paid on time each month
- Weekly, Bi-Monthly, Monthly Payments
- Direct Deposit Options
- Handle your Social Security and Medi-cal paperwork for ease of mind
- Help you save money for personal goals, trips, entertainment, etc.
- The Three R's:
- Results: We will work on a personal level to determine the best solutions for unique needs, then leverage my seasoned expertise to achieve the best possible results.
- Relationship: We are a trusted partner in success. We offer a full range of professional services to give the individual attention deserved.
- Relief: Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.
What we do
LeBlanc Consulting provides Money Management, Reporting, and Technical services exclusively for Regional Center consumers who receive Social Security and Medi-Cal benefits. Our services include: representative payee and money management services for clients in independent settings or out-of-home-placements; assistance for difficult and complex issues with the Social Security Administration; and on-going benefit eligibility review for SSI and Medi-Cal benefits.
Either directly or through supportive services workers, we engage with a diverse population sample of clients whom live independently or are in out-of-home placements. These clients live with developmental disabilities like cerebral palsy, autism, hearing loss, intellectual challenges and other disabilities. Our duty is to monitor their funds and expenses to improve their quality of life and ensure their continuity of access to public benefits. For each regional center we serve, we look to establish a local service office, and a relationship with the local Social Security Administration branch and county health eligibility workers.
LeBlanc Consulting executes these services through advanced systems that were custom developed around Regional Center consumers who need a representative payee. Our systems provide us with the capacity to handle thousands of clients in need of a representative payee per Regional Center. In addition, our team members rely on over 20 years of continual experience assisting in Regional Center accounting systems and delivering services to Regional Center consumers.
Our Philosophy About Finances
At LeBlanc Consulting we agree with the Social Security Administration that a family member or close friend is usually the best person to provide financial management for a beneficiary who is incapable of managing their benefit payments. Unfortunately, there are far too many individuals in the developmentally disabled population without a reliable loved-one who can help them with their finances. We also understand that the rising demand for representative payee assistance is becoming an increasing burden on Regional Center caseworkers, accounting staff, and other team members.
Our philosophy is to responsibly apply every resource at our disposal to improve the financial situations of our clients, while alleviating Regional Center staff members of the time-consuming duties of representative payee responsibilities.
Our Staff Come with over 20 years experience in corporate taxation and accounting. Ten years work experience with the Internal Revenue Service.
Our Staff Qualifications
LeBlanc Consulting provides Money Management, Reporting, and Technical services exclusively for Regional Center consumers who receive Social Security and Medi-Cal benefits. Our services include: representative payee and money management services for clients in independent settings or out-of-home-placements; assistance for difficult and complex issues with the Social Security Administration; and on-going benefit eligibility review for SSI and Medi-Cal benefits.
Either directly or through supportive services workers, we engage with a diverse population sample of clients whom live independently or are in out-of-home placements. These clients live with developmental disabilities like cerebral palsy, autism, hearing loss, intellectual challenges and other disabilities. Our duty is to monitor their funds and expenses to improve their quality of life and ensure their continuity of access to public benefits. For each regional center we serve, we look to establish a local service office, and a relationship with the local Social Security Administration branch and county health eligibility workers.
LeBlanc Consulting executes these services through advanced systems that were custom developed around Regional Center consumers who need a representative payee. Our systems provide us with the capacity to handle thousands of clients in need of a representative payee per Regional Center. In addition, our team members rely on over 20 years of continual experience assisting in Regional Center accounting systems and delivering services to Regional Center consumers.
Our Philosophy About Finances
At LeBlanc Consulting we agree with the Social Security Administration that a family member or close friend is usually the best person to provide financial management for a beneficiary who is incapable of managing their benefit payments. Unfortunately, there are far too many individuals in the developmentally disabled population without a reliable loved-one who can help them with their finances. We also understand that the rising demand for representative payee assistance is becoming an increasing burden on Regional Center caseworkers, accounting staff, and other team members.
Our philosophy is to responsibly apply every resource at our disposal to improve the financial situations of our clients, while alleviating Regional Center staff members of the time-consuming duties of representative payee responsibilities.
Our Staff Come with over 20 years experience in corporate taxation and accounting. Ten years work experience with the Internal Revenue Service.
Our Staff Qualifications
- Certified Public Accountants
- Taxation
- Master of Science Degrees, in Accounting
- Master of Arts Degrees in Social Work
- Bachelor of Arts Degrees in Accounting
Our Partners
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