Special Needs Trusts

When a family has a beloved member with disabilities, they need a financial planner who understands the complexity of planning for multiple generations.

For almost a decade, I have provided parents with solid wealth management advice while helping ensure a full and rewarding life for their special needs loved one.

My the experience, knowledge, and empathy in helping clients set up special needs trusts positions me to successfully partner with attorneys to design trusts that provide financial security and minimize tax obligations while avoiding common mistakes that can jeopardize government benefits.

Special Needs Financial Planning is much more complex than a typical retirement plan.  The rigorous educational, training, and ethical requirements to become a CFP®, along with years of experience, have prepared me to help your client plan for a secure tomorrow.

As a CPA, my intricate knowledge of taxes is an important aspect of every financial decision my clients make. With proper planning, I can help minimize your loved one’s tax obligations while maximizing the assets available to them.