Tom Morris, CFP®, MBA, RICP®, ChFC®, CASL®

Wealth Management Advisor

Special-Needs Planning

For the family of a person with special needs, financial planning is a necessity. A well-designed and executed special-needs plan can have a profound impact on your loved one’s quality of life and can help turn your dreams for his or her future into reality. A comprehensive plan can also help you avoid some common mistakes and oversights that could jeopardize the lifetime support of your loved one with special needs.

With so much at stake, it’s vital to work with professionals who understand the complexities of planning for a person with special needs. In fact, getting advice from someone without this expertise may do more harm than good.

That’s why it’s so important to seek help from a team of advisors who are experts in special-needs planning. In our experience, the most valuable teams include an attorney, a financial professional, and a social services professional, as each brings specific areas of expertise to the table that are needed to develop a comprehensive special-needs plan.

I can help you build your team of experts and coordinate all efforts on your behalf. With our collective guidance, you’ll be empowered to make informed decisions, take appropriate actions and help provide the highest possible quality of life for those who depend on you.

 

 

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