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.
Aging can weaken our decision-making ability. And when unexpected events occur, poor decisions are the likely result.
A carefully crafted Whealthcare plan, reviewed regularly, is more likely to bring success. It focuses on four key areas:
Starting early is important. Start putting things in place. Document your preferences with Whealthcare planning today!
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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