Broker Check

Special Needs Planning

We run a diversified financial services practice emphasizing holistic planning that integrates investments and risk management. A key area of specialization is working with families who have a dependent with special needs.

We combine the principals of traditional financial and estate planning with a deep understanding of the additional considerations families with a dependent with special needs face. We understand the importance of structuring a plan that assures dependents remain eligible for government programs. We have extensive experience with special needs trusts, as well as guardianship issues and other legal matters that need to be taken into consideration.

A key component of our team's approach is helping families gain the knowledge they need to make informed choices for their dependent with confidence. We guide all our clients through a process that both educates and empowers, taking the time to explain our recommendations and how they integrate with other facets of their overall financial management plan.