I am a Special Care Planner and Financial Advisor with Capital Strategies in San Antonio and Austin, Texas. My practice is founded on providing access to information, education, and resources to the Special Needs Community to ensure the highest quality of life for people with special needs.

Having served as a public-school educator and administrator for almost 20 years, and combined with my experience as a Financial Advisor, I am distinctively situated to understand the difficulties, emotions, frustrations, and anxiety that often accompany the Special Care Planning process.

I will take every family through an in-depth fact-finding process, getting to know you and your family personally and professionally. I work with families, utilizing unique and personalized strategies to develop and implement holistic Financial and Life Care Plans that contribute to maximizing financial efficiencies and achiever your preferred outcomes.

As part of our planning progression, I will guide clients through the process of understanding and accessing public benefits, preserving benefits eligibility through ABLE accounts and Special Needs Trusts, developing Estate Planning and Preservation strategies, ensuring access to appropriate educational services and resources, and addressing guardianship concerns, to name only a few. 

Additionally, my partnerships in the community also provide clients with access to supplementary Special Needs Planning resources, such as attorneys, accountants, benefits counselors, military liaisons, care providers, and many others.

As you can see, working with an experienced Special Care Planner is paramount to achieving an effective Special Care planning strategy. Contact me and my team today with any questions.

Firm Description

• Fred B. Steubing is a Financial Advisor and Special Care Planner with Capital Strategies in San Antonio, Texas. Using unique and personalized strategies, Fred works with families with Special Needs Planning concerns to develop and implement holistic Life Care and Financial Plans that assist in maximizing financial efficiencies, including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, Guardianship, Estate Planning and Preservation, and Education concerns, among others.

  Having served as a public-school educator and administrator for almost 20 years, combined with his experience as a Financial Advisor, Fred is distinctively situated to understand the difficulties, emotions, and frustrations that can accompany the Special Care Planning process.  He takes every family through an in-depth fact-finding process, getting to know you and your family personally and professionally.

  Fred B. Steubing is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC (www.sipc.org). 10101 Reunion Place, Suite 300, San Antonio, TX 78216-4157, (210) 342-4141. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Fred is licensed to sell insurance and securities in Texas, Washington, and Nevada.

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