Our team member Jerry Ricciardo CFP®, has a special needs adult child. His special needs planning expertise is not only an invaluable asset to our company, but of extreme benefit to you as a concerned parent. We understand that it is simply not about lifetime care, but about quality of life for your special needs family member.
Children and adults with disabilities face an array of complex laws and difficult decisions. Our special needs planning services can support you in making smart and compassionate choices for your family as you navigate the unfamiliar territory of planning for your child’s future given the unique challenges they face.
To support you in determining whether a potential relationship is a good fit for all involved, please contact us about qualifying for a complimentary review of your overall financial situation. It would be our pleasure to help you through the special needs planning process so that you can work to achieve the life you imagine for your loved ones.