Broker Check

Families with Special Needs Dependents

Having a special needs dependent means a focus on quality of life and a lifetime of care when approaching financial security. Helping families plan for their special needs dependent’s life financially before and after the transition phase of age 18-21, along with answering the question, “What happens when I’m gone?” requires advanced knowledge and specific skills in coordinating the financial side and the legal side. Helping families get a sense of direction with a practical professional plan allows a family to enjoy the important things in life with their family

Send Me An Email

Name
Email
Phone
Message
Thank you!
Oops!