If you are scheduled for a first meeting with one of us, please download, print and complete the form below. The process of putting down your thoughts on paper, and pulling together your financial documents, may help clarify your financial goals and objectives, and what's most important to you. This will, in turn, help make our meeting as productive as it can be.
As parents and financial advisors, we have a unique commitment to helping other families with special needs achieve financial independence. Planning for the long-term financial needs of a loved one can be complex and overwhelming.
Recognizing that a customized financial plan can help provide our loved ones with as much autonomy as possible – we help our clients not only create an appropriate strategy, but also implement that strategy.
Look to us for institutional and private wealth creation and management, along with trust management services including special needs trust advisory services.
We also enjoy speaking and writing about special needs financial planning. Our articles have appeared in medical and not-for-profit journals. Our speaking engagements include regional and national disability conferences, and public and private workshops for families and professionals.
Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do.
Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, we can help. Our sound, straightforward process leads to practical recommendations designed just for you.
To help you find the straightest line to achieving your goals, we offer an array of financial planning and investment services. So whatever phase of life you’re in – whatever complexities you may face – our experienced professionals are equipped to guide you through.LEARN MORE
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.LEARN MORE