Special 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.

THERE IS NO TIME LIKE THE PRESENT

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

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

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. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. 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.

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