Planning for families like ours can be complicated.
We can help.
We are Certified Financial Planning Professionals™ and parents and siblings of people with special needs. We have been working with families like our own, to plan and invest for their future, for more than 25 years.
Expert guidance with an empathetic ear and an open mind.
Your plan details building a strong financial foundation that integrates the goals for all your family members and allocates your resources accordingly.
Preparation makes a difference. →READ MORE Investment Management
As fiduciaries, we invest your money to work toward meeting your needs and achieving your goals.
Align your portfolio with your life. →Read More Build your Team to carry On
Preparing for the days when you are no longer here or are unable to support your child takes time and many conversations.
Learn how to set up your team. →Read More
Where to begin?
When each day seems to present a new challenge, thinking about the future can be overwhelming. A plan can help break things down into achievable pieces. No matter what age or stage, it is getting started that counts.
CLICK ON YOUR CHILD'S AGE TO BEGIN
Congratulations on the birth of your child. The planning may be different, but there is a process to follow.Read More
Transitioning from home based early intervention to school is a transition that will present challenges.Read More
Maximize vocational ideas, daily living skills and independence. Explore guardianship and alternatives.Read More
School is over and access to residential, vocational and transportation services takes center stage.Read More
Information to help you plan- with our compliments.
We are committed to sharing complimentary educational resources with all members of the disability community.
Check out what we're saying today.
This is not just our business; it is our life.
We are uniquely qualified to understand your world and help you plan for the future.