Fee-Only Financial Planning For Special Needs Individuals And Their Families

What is Fee-Only?

As fee-only financial planners, we do not sell financial products or accept commissions, referral fees or compensation from other sources. This removes the conflicts of interest that exist with commission-based product sales.

As a fee-only financial planning firm, we are paid only by our clients. The result is unbiased planning performed by professionals who are committed to acting as a fiduciary in a client-centered relationship.

Fee-only planners rely on business practices that are transparent, accountable and open.

You work hard for your money. We’ll work hard to protect it.

NAPFA-299x100Fee-FO-Only-250x100CFP-Certified-Fianancial-Planner-404x100 logo-stacked

Recent Blog Posts

Social Security Income For Special Needs Children

Special needs children have a wide range of abilities. Some of those...

Read More

How To Fund A Special Needs Trust The Right Way

A special needs trust is an essential part of life planning if you...

Read More

How To Estimate Lifetime Financial Support For Support Needs

Special needs planning comes with a list of challenges. At the top of...

Read More
load more


We offer a no-cost, no-obligation confidential consultation so you can see if we are the right fit for you.