We share a common bond - we are parents and siblings of people with special needs. As Certified Financial Planning Professionals™, we have been working with families to plan for their future and for the lifelong needs of their family member with a disability for more than 20 years.
Congratulations on the birth of your child!
You are beginning a new journey and will have a different set of challenges.
The planning may be different, but there is a process to follow.
Welcome to public school.
You are entering a period of growth and change for both you and your child.
Say “Hello” to Transition.
It is never too early or too late to start planning for the future.
Your child will be developing both life and vocational skills as they approach age 22. Have you created a vision for your child’s future and a plan to fund it?
What about college?
Your child is legally no longer a child.
The door to Federal
government benefits is now open.
School’s out!
Now many supports are gone. What will your child do all day? Where will your child live? Will your child work? Have you identified your Team to Carry On™?
Planning a good and full life.
Retirement years.
Does your planning meet your personal needs, those of your child with special needs and all your family members?
Estate distribution.
It is never too early or too late to start planning.
We have created planning tools to help guide you along the way. Access our complimentary planning tools below: