Nearly one-fifth of all Americans have a disability. One out of six children born today have a learning disability. In 1995 one in 10,000 newborns had autism. That number increased to 1 in 160 in 2006 and to 1 in 54 today. As special needs trajectories spiral upward, so do the costs. This results in a financial burden to the family providing care for the special needs loved one.
Creating a special needs financial plan will reduce the financial burden and allow the loved one to live a full life. This means enjoying security, independence and having the capacity to do what they want with their lives.
A sound special needs financial plan has two objectives:
It is important that both objectives are met. We cover the necessary steps to set up a secure, financial future for both the loved one and the rest of the family.
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.
Special needs children have a wide range of abilities. Some of those...
Read More
A special needs trust is an essential part of life planning if you...
Read More
Special needs planning comes with a list of challenges. At the top of...
Read More
