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Special Needs Financial Planning

Speak to our Special Needs Financial Planning Team today

Alex and Heidi are partners in serving the special needs planning clients we serve locally as well as across the country. Alex and Heidi’s personal and professional experience gives them a unique viewpoint in the coordination and creation of Special Needs Financial Plans. They are both personally invested in creating better outcomes for persons with disabilities.

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We consider the below planning areas and more for our clients with disabilities:

Financial Planning Strategies

You have many priorities with limited dollars- we will help you prioritize your cash-flow to best accomplish your goals! Whether it's trust investments or insurance, we can help there, too!

Legal Planning Strategies

We coordinate with you and your estate planning attorney to ensure your questions and concerns are addressed.

Education Planning Strategies

Whether it is funding college, an advanced degree or a vocational program, we can help you to optimally plan and save.

Medical Planning Strategies

We will help you, your attorney and CPA be on the same page when it comes to medical cost planning, coordinating insurance and Medicaid eligibility. 

Our Special Needs Financial Planning Process

Step 1

Complete your Current Financial Projection

We begin with our financial planning process and show you where you stand currently in relation to the traditional areas of Retirement, Education, Insurance, Investment, Cash Flow and Estate Planning goals and objectives.

Step 2

Identify Special Needs Planning Goals & Techniques

By completing the traditional Financial Planning Process first, we can begin to identify Special Needs Planning techniques to optimally address your Financial, Legal, Educational and Medical Planning questions.

Step 3

Implement Special Needs Planning Techniques in your Financial Plan

We, along with your other professionals such as Tax Advisor and Special Needs Planning Attorney, will help you implement the techniques we have discussed in a coordinated fashion.

Step 4

Monitor the Progress of your Financial Plans

Using our Wealth Management website, we will monitor your financial goals and objectives. Our unique approach allows us to monitor expenses and account balances on a daily basis.

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