Why Special Needs Planning Matters
Our team offers special needs planning as part of our comprehensive financial planning service. Caring for a special needs individual is a top priority for many families, and we are glad to be able to offer this service to you.
What is Special Needs Planning?
Special needs planning is ensuring that your loved one with special needs is taken care of financially both now and in the future. We will help you utilize your available resources effectively so that you have confidence that your loved one will be taken care of. There are a number of resources and strategies that may be available to you, and we will help you navigate them and decide which option best suits you and your loved one’s needs.
Why is Special Needs Planning Important?
Caring for our family members and those around us is an important goal to many of us, and is just as important when it comes to caring for loved ones with special needs. You want to make sure that they are taken care of now and in the future and we want you to have the tools you need to do so, and do so with confidence.
Who is Special Needs Planning For?
Special needs planning for those who have a friend, family member, or loved one with special needs that they are caring for. There are many different resources available to you, each with unique benefits and limitations, and we will help you navigate these options and help plan to get qualified and stay qualified for various programs that may help you care for your loved one.
What Kind of Opportunities Might Be Identified?
There are many different opportunities available for those caring for a special needs individual, including Special Needs Trusts, ABLE accounts, and other government benefit programs. We are here to help you identify which opportunities are appropriate for your given situation, and determine what resources are available to you, how to access them, and how to continue to receive those resources.
What Do We Need From You?
If you are already utilizing these planning techniques or any others to care for a loved one, the current status of these resources will help us create a well-rounded care plan. Whatever your current situation may be, we will help you plan for the ongoing care of your loved one.
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Certified Financial Planner ™️,
Sustainable Investment Advocate & Author
Christian is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual, family and business he serves.