THOUGHTFUL EXPERTISE WITH A DISCIPLINED APPROACH FOR SPECIAL NEEDS FAMILIES
When you have a family member with Special Needs, you face a unique set of challenges. Our team understands the intricate needs and complexities these families face day in and day out. We have a Chartered Special Needs Consultant (ChSNC) that has the breadth of capabilities and tenured experience required to help you understand the resources available and implement effective strategies.
Our team is committed to creating a holistic Special Needs Financial Plan for your family that coordinates with the Life Care Plan for your loved one with a disability. Our thorough process includes working with your key advisors (CPA, Attorney, Banker) to ensure effective coordination and collaboration within your financial team. We also, work to collaborate with the members of the Social and Medical Communities that are important in your families planning.
We’re here to be your quarterback and trusted partner, and to alleviate and streamline your families planning so that you can focus on the things that matter most.
SERVICES INCLUDE
- Comprehensive Special Needs Financial Planning
- Developing a Life Care Plan for your loved one with Special Needs
- Evaluation and Implementation of the proper Investment & Insurance Strategies
- Ongoing Review, Updates and Management
