Strategic Special Needs Planning
Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. Whether it is a child or adult with these special care issues, we work with clients to bridge the gap between community, government and long term support. The comprehensive financial and social strategies we develop assist individuals and families to live the life they desire.
- Strategies for funding a special needs trust
- Government benefits and eligibility
- Finding the right attorney
- Planning a “three-person retirement”
- Multigenerational wealth management
- Advanced insurance planning
- Investment advisory solutions
- Tax planning strategies for special needs situations
