Welcome to Palladio Group

Changing The Way Special Needs Families Plan For Their Loved One's Future

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Special Needs Planning

Special Needs Planning is unique. It's planning for two generations to help ensure that the lifelong needs of your loved one are cared for, even after you are no longer able.

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Fee Based Planning

We can help our families create plans for their current and future goals to assist their child, as well as their own Lifestyle and Retirement goals.

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Settlement Planning

Our team of Special Needs Planners creates strategies to help families properly allocate proceeds from a legal settlement, while preserving eligibility of public benefits for future care considerations.

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Retirement Planning

It's a delicate balance for a parent, planning for their own Retirement and Long-Term Care and their child's future care. Our team understands the impact a child can make on a parent's Wealth Savings and their Retirement Planning.

Columbia River Gorge, Rowena Crest Viewpoint, Oregon