Basic assessment of Special Needs Financial Services. This level will help get you going in the right direction.
Using specialized financial software, our Financial Consultants will gather data to determine where you are right now so we can be prepare you for your future.
We'll go over your current portfolio and identify any areas of concern with regard to your insurance needs and special needs planning.
Here, we'll empower you with knowledge and financial literacy so you can make informed decisions and ultimately put goals in place for you and your family.
Special Needs Financial Services
This level includes all of the above services and is perfect for families needing ongoing care and guidance for special needs planning.
Our Financial Consultants will work to identify if and when various trusts may be needed including a Special Needs Trust, Power of Attorney, Guardianship and work with our attorney groups to deliver.
Special Needs Financial Services
Although, not CPA's, we still have an obligation to advise you on certain tax advantages whether it be medical deductions, education related expenses or various account advantages such as ABLE for special needs planning.
Here, we'll understand how property, money and other assets will be distributed amongst family. This is important to avoid unnecessary taxes, fees, and heartache.
Special Needs Financial Services
Whether it's SSI, Medicaid, Medicare, SSDI, our goal is to ensure the correct benefit amount is afforded our clients. Knowing the rules and rule changes helps. As part of your overall Special Needs Financial Services, we'll take care of that for you.
Whether our client has a 4 year old or 45 year old, our special needs planning commitment is that we will always be there for transitions, milestones, free annual check ups and round the year availability!
Tier One and Tier Two Services are FEE ONLY Special Needs Financial Services.
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