As a Certified Financial Planner™ Professional and Special Needs Advisor, I get to help individuals and families like mine, everyday. As a mother of a child with special needs, I am able to share knowledge, insight, and empathy while being a guide and resource for families facing similar challenges.
Planning for the future takes knowledge and discipline. That knowledge is vast with many complex areas and competing facets including investing, saving , taxes, rules and options surrounding social security, healthcare, education funding / loan payback and government benefits and more. I'd like to help you to plan for a bright tomorrow and support you along the way with advice, ongoing planning and support to reach your realistic goals.
You’ve got goals, needs and questions. Let’s problem solve and plan together. Please call for a complimentary consultation.
Tell us about your special needs issue and we will put you in touch with Penny Canada