Fee-Only Financial Planning
for Special Needs Families
and for Aging-Related Challenges

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.

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Recent Blog Posts

Estate Planning And The Special Needs Loved One - What The Family

Planning for a loved one with special needs presents several...

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Social Security Income For Special Needs Children

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

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How To Fund A Special Needs Trust The Right Way

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

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