You Need More Than a Generic Financial Plan Caring for a family member with special needs comes with questions most advisors never had to answer. We bring tax preparation, financial planning, and investment management together under one roof so your family gets a coordinated strategy. Let’s...

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Experienced Special Needs Trust Attorney To ensure that your child’s future is effectively protected, our lawyers will work with different agencies to obtain as much information as we can. We will use that information to make sure that your child maximizes his or her benefits, while getting the care he or she ne...

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Bryan Smith is a Financial Advisor for MassMutual Greater Houston. He works with families to develop customized Life Care Plans using unique and personalized strategies that maximize financial efficency. He strives to build lifelong relationships with all of his families based on trust, respect, and ongoing advice on h...

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As a mother of a special needs child, Carly Maderer uses her own personal experience and intellect to advise clients on matters relating to Social Security Benefits, Medicaid, Special Needs Trusts, Last Will and Testaments, Revocable Living Trusts, Guardianship and Alternatives to Guardianship. Carly and her...

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Consolidated Planning Group is here to support your family with special needs as you plan for the future.  If you are concerned about the financial future of your child with a disability, reach out for a conversation.  We are here for you! As a National Social Security Advisor, we will answer...

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Christi Fried is the president and owner of Continental Trust Services, LLC. She utilizes her entrepreneurial leadership experience to coordinate and service the often fragmented legal and medical needs of settlement participants. She leverages her strategic relationships with lawyers in over 34 states and 4 countries...

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