Bio coming soon!

Firm Description

We offer the following services:

• Special Needs Life Planning through our Family Office Model:
  • Work with our team of specialists to develop and implement your family’s life plan. 
  • We develop a funding strategy, legal strategy, and support strategy to meet the needs of every member of your family, now and in the future. With a strategist, financial planner, family support and advocacy, and partnerships with attorneys and CPAs, your family receives the resources you need to thrive.
• Special Needs Master Class:
  • Enroll in this course to learn how to implement a 3-step special needs planning process.

Hours

Cost