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A Specialty Practice

Special Needs Planning

Special Needs Planning

My youngest brother, Scott, had Down syndrome. My journey has taken me from being his brother to his guardian, and more recently, to one of his surviving siblings. I had been a Certified Financial Planner for 12 years when I opened my Special Needs Planning practice in 2004 to assist parents plan for the future of their special needs child. My professional and personal experience have helped me provide guidance to families looking to avoid the pitfalls that can occur when they are no longer around to advocate for their child.

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Medicare Planning

Medicare Planning

Medicare planning has become an increasingly important component of the planning process to protect retirement assets from unforeseen medical expenses for both special needs families and seniors. Because Medicare options can be overwhelming, we have recently added Medicare planning to our specialty practice to provide seamless advice to both special needs families and to seniors who want unbiased guidance navigating the complexities of Medicare options.

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Insurance

Insurance

Insurance plays an important part in the planning process, whether it’s funding a special needs trust for your child’s future or protecting what’s most important in your life.

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