We are really experienced in doing this
We have our personal stories to tell of our own children and older family members.
We also have met with thousands of families who have their own story to tell.
There is consistency in the concerns.
- How do we provide safety and well-being for our loved ones now and in the future?
- How do we address the financial stressors of our special needs family?
- What is going to happen when we are no longer here?
These critical questions and more can linger for years waiting for solutions and answers.
Reach out to us for the answers you need. The time to plan is NOW!
We are committed to working with the special needs and disability community
There are a minority of well trained and experienced special needs financial planners throughout the United States.
A large segment of the financial planning profession have ignored this population in our country.
We are committed to our community because of personal experience.
We have always realized that there is a need for quality service and financial knowledge and insight.
In our community this area is under serviced.
The quality of life for all special needs family members is being challenged because of a lack of understanding of benefits and financial planning strategies that are available to them.
As financial special needs planners (CHSNC) our team approach is to educate, guide, and implement a financial strategy that maximizes opportunities and resources for a quality of life for the rest of their lives.