As a special-needs family, you face unique financial and life
Disability-related time and money demands,
Qualifying for government cash and medical benefits,
Planning for two generations instead of one, and
The eventual transition from parents as primary caregivers.
This is on top of typical financial planning like preparing for retirement, managing cash flow, and investing for the future.
Stir in a quart of caregiver fatigue and a gallon of uncertainty and you’ve got one complicated stew.
We are happy to help busy special needs families simplify their
financial lives and feel confident about the future.
Are we a good fit to help you? Let’s find out!
Schedule a 15-minute Break-the-Ice Call to start the conversation.