Personal Plans for Your Child
We plan your family, and your child's road to 18 and beyond. Southern Oak helps families protect what matters with life insurance, find low-cost medication you can afford, teach you how to budget step by step, and file for Social Security (SSA) benefits — for your child, and for your adult child transitioning into adulthood (ages 18–26).
Proudly serving San Antonio, the Rio Grande Valley, and surrounding cities.
A small business owned company with a big heart.
How to Start
Are you lost as a parent and don't know how to start? We can help by building your child's personal plan, from age 5 to 26 years old. Your steps are built personalized for your child. If you need further guidance through their life, we can build a personal plan and a personal price for your family — plus the resources to go to.
Every plan is unique, specialized for your child. No plan is the same, just like every disability is different.
Your personal plan is a 1-year membership, paid monthly over the year. Your year starts the day your plan is delivered. During that year, we keep your plan updated when your child's life changes, and you can email us your questions about your plan any time — included.
If you are looking for a plan — or just one specific thing — we can help. One specific thing could be help filing for SSA benefits, learning how to budget step by step, a free medication check, or a life insurance talk.
Not sure where to begin? Book your free consultation — or send us a referral and we will connect with you.
Book Your Appointment With Us Today
Book your appointment with us today to see where we can help you. Your first consultation is free.