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Alexandra Baig, MBA, CFP®

Clancy & Associates Ltd

Alexandra Baig, MBA, CFP®

Clancy & Associates Ltd

Alexandra Baig, MBA, CFP®

Clancy & Associates Ltd

Profession LogoFINANCIAL PLANNER

Alexandra Baig, MBA, CFP® is a Benefits Specialist and life planner with Clancy & Associates, Ltd.  Alexandra brings extensive experience interacting with the Social Security Administration, advising clients on SSI, SSDI, Ticket to Work, Medicaid, Medicare and other related programs and benefits.  She provides education to our clients, whether they are beginning their special needs planning or encounter a life event that disrupts their receipt of government benefits.  This advanced planning and education helps parents understand how to best position their child to receive benefits upon reaching age 18.  Alexandra networks with developmental, behavioral, and mental health professionals, vocational programs, and CILA providers to guide clients through the many life decisions they face.
 
Experience
Alexandra’s first career was as a stock market analyst in Hong Kong and China.  A search for a more meaningful life’s work took her to L’Arche, an international, interfaith network of communities where people with and without intellectual and developmental disabilities share life. ?She served as the Executive Director of L'Arche's Chicago chapter for 7 years, after working as a personal support worker for one year, and a board member for two years.  Her work quickly introduced her to the financial planning challenges of people with physical, intellectual, developmental, and behavioral disabilities and their families.  In particular, she is well-versed in the government benefits available to people with special needs and the rules governing them.  Her goal is to help people with disabilities and their families make the most of public and private money to live the life they chose.
 
Education
Alexandra has a BA from the University of Chicago and an MBA and an MA in Asian studies from the University of Michigan.  She has a CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Academy of Special Needs Planners. 
 

Firm Description

Clancy & Associates, Ltd. practices exclusively in the areas of special needs planning, retirement planning, wills, and trusts. Each individual has unique needs; and the firm’s attorneys pride themselves on tailoring the right solution for each and every client. The firm has offices in Illinois and Wyoming.

Hours

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Cost

What Is a Special Needs Planner?

Main Office

901 Warrenville Road
Suite 201
Lisle, IL 60532

PO Box 1375
Wilson, WY 80314

On the web

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Topics

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