Financial Guidance for Families with Special Needs
Navigating the complexities of a family with special needs is a challenge that no one should ever face alone. Our compassionate approach combined with our certified special needs planners, give you a team that is truly invested in building financial security and independence into your legacy.
The Suitable Financial Care Strategies
Whether you want to plan for your loved one to be financially independent, or if you need to anticipate a change in caretakers, our team can guide you every step of the way.
- Support from a certified Special Needs Planner
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With only twenty in the state, certified special needs planners can be hard to find. But that’s why we make sure to always have one on-staff that’s equipped with the knowledge of special needs industries and finances.
- Achieving Financial Independence
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Get professional guidance on building a long-term financial plan to ensure your loved one’s financial independence.
- Insurance Guidance
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Whether you’re using medicare, medicaid, comprehensive or supplemental insurance, our professionals can help you make sure you’re getting the suitable coverage for your family and financial goals.
- Legacy planning
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Work with a team that understands the complexities of disability insurance, building an estate, wills, power of attorney, letters of intent, and ensuring eligibility of government support in the case of a caregiver passing away.
We Make Sure That Your Finances Take Care of You
Special needs families face enough challenges without the complicated worlds of insurance and finance. We’re dedicated to always providing compassionate support that’s focused on in giving your family professional guidance in securing your legacy no matter what obstacles you face.
