Special Needs Financial Planning Speak to our Chartered Special Needs Consultant® Alexander Petsis todayAlex's training as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant® gives him a unique viewpoint in the coordination and creation of Special Needs Financial Plans. His hands on approach, use of technology and attention to detail are just a few things that he offers his clients/prospective clients. Alex's drive to help those with special needs fuels a desire to create better outcomes for persons with disabilities.Call 215-968-6638 ,email firstname.lastname@example.org or click on the button below to get started today: Click to Contact Alex regarding Special Needs Financial Planning 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 ProjectionWe 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 & TechniquesBy 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 PlanWe, 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 PlansUsing 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. Have a Question about Special Needs Financial Planning? Name Email Address Phone Question Thank you! Oops!