Serving All of Texas  •  Online by Phone & Email southernoakfw@gmail.com

Watch & Learn

Free videos and teaching from Jessica — learn at home, at your pace.

How to Apply for SSA Benefits

Watch how to apply, step by step — one video for a child (17 and under), one for an adult (18 and over).

For a Child (17 and under)

Print the SSA Child Disability Starter Kit (PDF)

Free Child Starter Kit — Start Here (17 and under)

For an Adult (18 and over)

Print the SSA Disability Starter Kit — Adult (PDF)

Free Adult Starter Kit — Start Here (18 and over)

Turning 18

What changes when your loved one turns 18 — benefits, DAC, ABLE accounts, and guardianship and its alternatives, in plain words. Recording soon.

Medication Assistance

Medicine costs too much? Watch the first steps to find medicine you can pay for. Recording soon.

Money Management

Simple ways to handle money at home — budgeting, saving, and building good credit habits. Recording soon.

And More

New videos are added as Jessica makes them.

Legal Disclaimer

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.