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Financial Planning

The focus of the Special Needs Planning is to provide wise financial strategies for families with members who have special needs.

Families with special needs have unique financial circumstances that are often overlooked by financial advisors.

Our alliances with legal and medical professionals, non-profit organizations and support groups at the community level. Working collaboratively with these entities and caregivers allows implementation of effective life care plans. An important aspect of life care planning is to structure plans that preserve government benefits while maintaining the ability to accumulate and grow assets.