Financial Planner/Special Needs Planner

Providing Financial Guidance to Families with Special Needs Dependents and the Businesses That Serve Them.

For over 30 years, Don has provided specialized financial services to families and businesses with a wide range of Special Needs children and adults. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care. Our team is designed to provide superior expertise in all areas of income replacement, employee benefits, retirement planning and risk mitigation.

 

Workshops and Speaking Services

Don is qualified to deliver Special Needs Financial Planning workshops on numerous topics.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please take a minute to review MY BIO.

For more information on our many products and services simply CONTACT US and we will be in touch.

Special Needs Planner: A specially trained professional who assists families plan for the financial future of their children with needs.

Chartered Financial Consultant (ChFC®) Designee

Chartered Special Needs Consultant (ChSNC®) Designee

Chartered Advisor for Senior Living (CASL®) Designee

Membership in Million Dollar Roundtable (MDRT) is based on sales criteria.