Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Taxes can play a significant role in your comprehensive financial planning.
There are four different stages of life to consider in your tax planning :
While you are working.
While you are planning to retire.
While you are living during retirement.
When you die.
A part of your team.
As part of your team, we coordinate planning tools and techniques with your accountant and estate attorney . If you do not have an accountant or attorney, we have professionals experienced with families of individuals with special needs and we can refer you.
