Come to Us for Special Needs Planning
As a Special Needs Advisor, I assess the needs of the individual with disabilities and their families, helping them with decisions that arise in each stage of a disabled person's life from birth through death, such as:
- Insurance Protection (Risk Management)
- Budgeting in the face of a possible reduction in income (spouse staying home to provide care)
- Building Support Community
- Individualized Education & Transition Plans
- How to care for an individual with disabilities as an adult
- Incorporating ABLE accounts and Special Needs Trust
- Potential Tax deductions (qualified disability expenses)
- How to qualify and when to apply for state and federal benefits
- Guardianship vs. Supported Decision Making
- Research and answer questions a client may have regarding their specific circumstance
Get In Touch
We’re here to help! Simply call 479-222-1050 to discuss your requirements.
