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Special Planning for Life

No one person’s needs are the same as another. But financial professionals need a special skill set to properly support families who have a loved one with special needs.

Meet the Special Needs Team

Our team is specially trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire. Work with a special needs financial professional to:

  • Establish strategies to fund a special needs trust
  • Manage government benefits and eligibility
  • Find the right attorney
  • Plan a “three-person retirement”
  • Address multigenerational wealth management
  • Conduct advanced insurance planning
  • Develop tax planning strategies for special needs situations

Book a complimentary appointment with our team today!

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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Multigenerational Special Needs Planning

Multigenerational Special Needs Planning

Take the steps towards forming a plan to provide financial security for loved ones with special needs.

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Estate Planning

Estate Planning

Know the important considerations to address when planning for the future of a child or dependent with special needs.

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Planning a More Secure Future for your Child with Special Needs - A Guide for Parents and Guardians

Planning a More Secure Future for your Child with Special Needs - A Guide for Parents and Guardians

Parents and guardians of children with special needs have immediate and long-term financial issues to consider for their children. This whitepaper is designed to support parents and guardians of children with special needs to prepare for their children’s futures.

Request the Guide today and you will receive it in your email within 24 hours.

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