For many families Michael works with their greatest concern is preserving the quality of life of a loved one with a disability who may outlive the caregivers’ ability to provide support. Michael has guided them through a careful and compassionate decision-making process that helps them clarify critical aspects about their child’s future - such as housing, guardianship, and the potential cost of lifetime care. He helps them empower the people who will play a role. He helps them understand the legal instruments and arrangements for protecting and ensuring their wishes. Michael helps families create and deliver the right amount of financial resources, through the right channels, at the right time.
Michael has earned the designation of Chartered Special Needs Consultant (ChSNC™). The ChSNC™ program is the most comprehensive credential available for financial advisors. A Chartered Special Needs Consultant™ can provide advice on a broad range of financial topics including special needs trusts; wills; power-of-attorney; guardianship; Social Security and Medicaid, and more.
Securities and Advisory Services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC.
Supervisory Office: 5 Kacey Court, Suite 100 Mechanicsburg PA 17055
Investing for Every Stage of Life
Whatever phase of wealth planning you’re in – whether you’re just starting out or getting ready to retire – we’ll work with you to create a customized plan based on your stage of life, your needs and your goals.
Tell us about your special needs issue and we will put you in touch with Michael Miller ChSNC™