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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80 Orville Drive, Suite 100
Bohemia, NY, 11716
Woodhull Capital Advisors, LLC is strictly a fee-only financial planning and investment consulting firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.