Meet Our Special Needs Planning Team
Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs.
We work with clients to bridge the gap between community, government and long term support. 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
Special Needs Workshops
Visit one of our upcoming workshops shown below or call us at 610-771-0800 if you have any questions.