We all know that education is the cornerstone to living successfully from adolescence to adulthood. Placing a life long education plan is a key element in how we help families. The understanding that your child may need unique solutions is part of our process.
The medical challenges and expenses vary drastically from family to family. The one thing that does remain constant is that proper medical planning is a critical area that parents of disabled children must prioritize as part of a successful life plan.
Having a financial objectives plan that takes care of your child throughout their entire lifetime is critical. That plan should be designed to fit your life needs as a parent as well as your childs when your no longer here to provide the love and support your child will need.
I have spent 25 years managing, navigating and organizing complex financial structures ranging from mergers and acquisitions through IPO’s and public company turn around and litigation.
My background has had the diversity to deal with very advanced concepts for those with real challenges to face.
I started this practice to bring high level service to families who truly need more the run of the mill estate and asset protection services with a primary focus on families with disability considerations.
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