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Firm Description

I provide personalized financial advice for families who have individuals with special needs, to help you achieve your goals for your family member while preserving benefits, today and in the future. Together, we’ll document your goals for yourself and your family memeber, develop a future care plan and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your plan, anytime access to my office, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your family memebr's future care plan.

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