As a special-needs family, you face unique financial and life
considerations, including:
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Disability-related time and money demands,
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Qualifying for government cash and medical benefits,
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Planning for two generations instead of one, and
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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.