HELPING PROVIDE THE BEST FUTURE FOR YOUR CHILD WITH SPECIAL NEEDS
“Accepting our own mortality and then not knowing how our child will be cared for when wersquove gone is a burden that weighs heavily on us” – this is a concern echoed by many parents with children with special needs. Yet despite this real concern, perhaps you, like many parents, put off planning as you feel overwhelmed by the many complex and emotional decisions to be made around the future care of your child. This response is very understandable. Your child has so many needs. Your time is very precious. You want the best for your child but itrsquos difficult to take that first step and start talking about these issues.

Special Needs Planning:

OUR TEAM OF CERTIFIED SPECIAL NEEDS PLANNING SPECIALISTS WILL SUPPORT AND GUIDE YOU
Our dedicated team of special needs planning specialists can support you through what is a unique planning process. We will listen to your needs and concerns, help simplify issues and figure out a comprehensive financial plan for the entire life of your child. We can help you with financial planning strategies to tackle issues such as taking full advantage of government benefits and protecting your childrsquos eligibility, retirement planning, special needs trusts and funding options.

What sets us apart is that we have been through it ourselves. We are sensitive to the issues facing people with special needs as nearly all of our team have experience of individuals with special needs within their own families. And we understand the entire family dynamic.

COLLABORATIVE APPROACH
To ensure proper life care planning, we will work with your professional advisors, your banker, lawyer, social worker and healthcare provider to offer financial strategies to fit the needs of your situation.