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We work with clients to bridge the gap between community, government and long term supports. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

Our areas of expertise include:

  • Strategies for funding a special needs trust
  • Government benefits and eligibility
  • Finding the right attorney
  • Planning a "three-person retirement"
  • Multigenerational wealth management
  • Advanced insurance planning
  • Investment Advisory Solutions*
  • Tax planning strategies for special needs situations

Upcoming Workshops