A Special Needs Financial Advisor can address typical family financial planning considerations—retirement planning, investment strategies, insurance, estate planning, and tax reduction—while adding a critical layer of planning for your loved one with special needs.
When you have a loved one with special needs, your primary concern extends beyond your own retirement security. We integrate your loved one’s needs into your comprehensive financial plan, ensuring their security for their full lifetime while maximizing available benefits and programs.
Building a comprehensive plan for your loved one’s future
We ensure you're aware of all benefits and programs available for your loved one, how to qualify for them, and most importantly, how not to lose them in the future. Mistakes are easy to make—we help you avoid them.
All of our advisors are Fiduciaries—legally obligated to put your interests above our own. We disclose all potential conflicts of interest and ensure the best choices for you in terms of products and fees.
We work with families to understand their challenges and structure a plan specifically for their needs—preserving government benefits like Medicaid and Social Security while planning for current and future needs.
We give you an advanced view of financial management, consult about care routines, and prepare you to work with trust lawyers. Our goal: ensuring your loved one can live the most fulfilling life possible.
When you’re responsible for a loved one with special needs, taking the right steps and doing proper planning are fundamental. Here are key questions to ask a Special Needs Financial Advisor: