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Special Needs Financial Planning

Client Centered

We understand that day-to-day life can require all the energy you have. So much so, that it's hard to look past the everyday tasks and look to the future. We know that it's not that you're unwilling, but instead it's more that you don't have the time, the energy, and the bandwidth. 

Financial Planning can seem overwhelming and maybe even unsurmountable. But, it doesn't have to be that way.

Let us take some of the weight off your shoulders with a holistic plan that includes:

  • Determining the available amount for your Special Needs heir should you pass away
  • Ensuring enough assets are available for their care and longevity while making sure you will be adequately provided for
  • Simulating the future impact of taxation on saved assets based on how an asset is owned, how it's invested, and how it's saved
  • Balancing state and federal aid eligibility with earned income and saved assets
  • Simulating the flow of assets at your death and determining if changes need to be made to your estate plan

Want to be Notified about our upcoming special needs planning seminar series? complete the form below

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Read more on this topic with the articles and blog posts below

Support Neurdiversity Through Investments!

Support Neurdiversity Through Investments!

Investing in support of Neurodiversity has just become easier! There is a new index called the Neurodiversity Index that helps you invest in companies that are generally benefitting the Neurodivergent community. Learn about how the index can make the world a better place!

READ THE BLOG POST HERE
529ABLE Day: This Year, Let's Focus on Our Friends With Special Needs

529ABLE Day: This Year, Let's Focus on Our Friends With Special Needs

May 29th (or, 5/29) reminds us of the importance of 529s and their ability to help us provide a meaningful future for our little ones. 529ABLE is a subset of the Section 529 Plan designed to help people with disabilities Achieve a Better Life Experience by allowing the individual to have assets above aid thresholds without sacrificing their eligibility for benefits. The 529ABLE is relatively new, so this post should be shared with

READ THE BLOG POST HERE
We All Know Someone Who Could Benefit From a 529ABLE

We All Know Someone Who Could Benefit From a 529ABLE

In this blog post Carrie challenges you to open your mind and realize all the people you may know that could qualify from a 529ABLE savings account, and why that matters.

READ THE BLOG POST HERE

Go below for downloadable informational booklets

Special Needs Trust Video

Special Needs Trust Video

Watch this short video to learn about the Special Needs Trust- what it is and why you might want one.

Watch the Video
Creating a Financial Strategy for Your Child with special Needs

Creating a Financial Strategy for Your Child with special Needs

Click the button below to download an informational booklet on creating a financial strategy for your child with special needs.

Download the Booklet