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Mary McDirmid

All Needs Planning

Mary McDirmid

All Needs Planning

Mary McDirmid

All Needs Planning

Profession LogoATTORNEY

Bio coming soon!

Firm Description

Our model:

  • Special Needs Life Planning through our Signature Care, Protect, Grow model:
    • Care: Financial Planning, Care Planning, Government Benefits Eligiblity and Maximization
    • Protect: Legal Strategy, Insurance Protections, Tax Planning
    • Grow: Invest, Personal Goals, Person Centered Plans
  • All Needs Master Plan:
    • Analysis and Action Plan for your family.
    • Implementation of the Action Plan
  • All Needs Master Class:
    • Enroll in this course to learn how to implement our signature model for your families long-term well-being and peace of mind.

Hours

Day From To
Monday 9:00 AM 7:00 PM
Tuesday 9:00 AM 7:00 PM
Wednesday 9:00 AM 7:00 PM
Thursday 9:00 AM 7:00 PM
Friday 9:00 AM 7:00 PM

Cost

All Needs Master Plan: Action Plan - $3,500 or more depending on complexity
All Needs Master Plan: Implementation - pricing customized to client
Special Needs Master Class - complimentary

What Is a Special Needs Planner?

Main Office

1206 N Lincoln
Suite 102
Spokane, WA 99201

9221 Forest Hill Avenue
Richmond, VA 23235

On the web

View Firm Website

View Firm Blog


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts