We understand that every family faces unique challenges when caring for their loved ones.

We work to understand the specific challenges of families, and then in collaboration, we help them plan for two generations to help ensure that the lifelong needs of their loved ones are cared for, even after the parents or primary caregivers are no longer able.

 
 
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Discovery

  • Discuss Immediate Area of Concern

  • Realize Family Vision and Goals

  • Understand Current Benefits and Support System of Individual

  • Conduct Financial Planning Discussion: Special Needs Financial Planning, Wealth Management, Trust Accounts

Life Care Plan

Present Special Needs Financial Planning Recommendations:

  • Wealth Management Strategies

  • Access to Trust Services

  • Government Benefits

  • Additional Support Services and Programs

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Implementation
& Action*

  • Review Comprehensive Strategy

  • Set Timely Action Plan

  • Deliver Client Documents

 
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Client Review

  • Review and Update Family Vision and Goals

  • Review and Update Planning Strategy

  • Make Appropriate Changes to the Special Needs Financial Plan

 

*You Are Free To Implement The Plan Recommendations With The Financial Institution of Your Choice