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Donald T Brown ChSNC,ChFC

Integrated Financial Concepts

Donald T Brown ChSNC,ChFC

Integrated Financial Concepts

Donald T Brown ChSNC,ChFC

Integrated Financial Concepts

Profession LogoFINANCIAL PLANNER

The Special Needs Community has been our primary focus for decades.  Too often, the answers to " What will happen to my Special Needs dependent when I'm gone?"  are focused around legal documents, government programs, and adult/transition programs.  While these things are very important, families and professionals don't know how to financially plan to:

  • RETAIN GOVERNMENT BENEFIT ELIGIBILITY
  • PROVIDE A LIFETIME OF CARE THAT ENSURES THE QUALITY OF LIFE FOR THEIR CHILD OR SPECIAL NEEDS DEPENDENT
  • SECURELY PLAN FOR THEIR SPECIAL NEEDS DEPENDENT WITHOUT HAVING TO SACRIFICE THEIR RETIREMENT TO DO IT!

The fact is , it is not their fault.  No one has shown them how!  Special Needs Funding Coach provides PRACTICAL, PROFESSIONAL, PLANNING to help families regardless of their economic status, how to make the most of their resources.

Firm Description

For over 30 years, we have provided Specialized Financial Services to families and businesses with a wide range of Special Needs children and adults. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care. Our team at INTEGRATED FINANCIAL CONCEPTS is designed to provide superior expertise in all areas of income replacement, employee benefits, retirement planning and risk mitigation.

Integrated Financial Concepts is the firm name for the National Life Group of N.J. Integrated Financial Concepts and Special Needs Funding Coach is not a subsidiary or affiliate of ESI LLC or it's affiliated Companies

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

72 Eagle Rock Ave
ste 260
East Hanover , NJ 07006

200 Schulz Dr
Suite 125
Red Bank, NJ 07701

161 Madison Ave
Suite 230
Morristown, NJ 07960

675 Third Ave
Suite 900
New York, NY 10017

On the web

View Firm Website


Topics

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