Certified Financial Services
Zeke and Rich provide valuable expertise to families with special needs.
Families and guardians of children with special needs face unique challenges—retirement planning takes on a whole new meaning when you have a child that will someday be an adult who will depend on you for education, healthcare and financial security.
We passionately continue to educate ourselves on the various government services available to the special needs community, as well as the challenges that face so many families. Because of our continuous education, we are able to provide a truly understanding approach to financial planning that takes into account the unique circumstances of each family. We understand that as families navigate their way through a new diagnosis, questions about the long-term future arise.
Zeke and Rich are well-equipped to guide families through this process, securing all aspects of financial planning that account for all members of the family.
What you need to know in working with a qualified special needs financial adviser
- When is the best time to start planning for the future of your child with special needs? Read our article here!