Broker Check
Special <br/>Needs Families

Needs Families

Special needs families routinely get specialized support from doctors, teachers, coaches, and more. But, what about specialized financial advice? The truth is, families raising children with special needs have special financial planning considerations, too. As a firm, we are dedicated to helping special needs families by providing comprehensive financial planning focused on their unique circumstances.

Common Concerns for Special Needs Families

  •  Long-term Strategy of Care Plan for the Individual(s) With Special Cognitive or Physical Care   Needs
  •  Social Security Benefits Strategy
  •  Funding Strategy for a Special Needs Trust
  •  Guardianship and preparing for a smooth transition of care

Every Family is Unique. So are the Solutions.

Every Family is Unique. So are the Solutions.

  • Development of a financial life plan for individuals with special needs: how can we help you thrive, not just survive?
  • Plan and maintain eligibility for public benefits such as Medicare, Medicaid, Social Security Disability Income (SSDI), and Supplemental Security Income (SSI)
  • Create and administer Special Needs Trusts (SNTs) and 529 ABLE Accounts
  • Comprehensive estate planning for the parents of individuals with special needs
  • Income tax planning issues for special needs families

Get started today

We strive to serve our clients during the financial planning
process through deep and meaningful relationships that
last for generations.

Schedule a Call

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.