Special Needs Planning Team
Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.
Strategies for funding a special needs trust
Government benefits and eligibility
Finding the right attorney
Planning a “three-person retirement”
Multigenerational wealth management
Advanced insurance planning
Investment advisory solutions*
Tax planning strategies for special needs situations
Special Needs Workshops
Visit one of our upcoming workshops shown below or call us at 215-317-4143 if you have any questions.
Interested in hosting a workshop for your families? Please reach out to Pat!