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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. 

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