Southern Oak Financial & Wellness is a small business with a big heart. We help families who care for a loved one with a disability — with life insurance, credit repair, and free help with Social Security applications.
Jessica Alvarez, Owner & Advocate.
Southern Oak Financial & Wellness is not a law firm, and Jessica Alvarez is not a legal attorney. We do not give legal advice, and nothing on this website is legal advice. Working with us does not create an attorney-client relationship. For legal questions — including guardianship, special needs trusts, and estate planning — please talk to a licensed Texas attorney.
We are not the Social Security Administration, and we are not part of any government agency. We are advocates who help families apply. The Social Security Administration makes all decisions, in writing.
We cannot promise or guarantee that an application will be approved, that a credit score will change, or that any specific result will happen.
No refunds. Payments are not refundable for work already done, as stated in the Client Services Agreement.
Southern Oak is a for-profit business.
