Navigating Government Benefits for Loved Ones with Special Needs
Planning for your special needs loved one’s future often involves balancing access to government benefits with a desire to accumulate wealth
We help you strategically design a financial plan with both your short term and long term goals in mind.
Our philosophy is to take a "gestalt" approach to financial planning. By getting a complete picture of your current position we can help coordinate all the different elements of your plan and optimize your financial resources.
Topics of personal finance can cause "information overload". We believe simple language and having a process focused on education fosters trust and empowers our clients to actively participate in shaping their financial future.
We are collaborative partners in your financial journey. We offer expertise and objectivity, while you communicate the things that are important. Ultimately, our goal is a strong, successful financial strategy that you feel good about.
Designing a financial plan is not a "one-size-fits-all" endeavor. By getting to know your values and vision for the future, we can more effectively create highly personalized strategies tailored to your families unique, individual needs.