SPECIAL NEEDS FINANCIAL PLANNING

Parents of children with special needs have a whole unique set of considerations beyond college savings. Among other things, you may be dealing with specific therapies, medical care, IEPs, transition planning, guardianship, government benefits, and long-term care plans to protect your child’s future. On top of this, you still need to plan for your own retirement!

Securities offered through LPL Financial. Member FINRA/SIPC.

Firm Description

As a parent and planner specializing in Special Needs, I can help answer questions like:

• What steps can I take now to preserve my child’s financial stability through their life?
• How can I prepare simultaneously for my retirement and and a lifelong need for income for my child?
• What exactly is an ABLE account and what are the benefits and limitations?
• What public benefits might my child be eligible for, and when do I need to plan for this?
• How can I plan for my child’s long-term care needs?
• What considerations and opportunities might I be missing?

Because my son has disabilities, I am very attuned to the needs, challenges and concerns of other special needs parents. As such, I am devoted to helping families preserve your assets and uncover opportunities while pursuing their goals. I am committed to helping families understand the benefits available to their child and improving the support they provide throughout their child's life.

Securities offered through LPL Financial. Member FINRA/SIPC

Hours

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