Have you asked Yourself:
How do I continue to provide income to support my loved ones needs if:
- I was involved in an accident or suffered a critical condition like heart attack or a stroke?
- I developed a terminal illness like Cancer or Heart Disease?
- I was no longer alive?
- How do I protect my child's legal rights and Disability Benefits?
- How do I make sure my child stays with the people who can best take care of him/her?
About Us
Our Life Changed
As parents of a child with special needs, we know that questions like these cause us a lot of concern.
Ten years ago, when we received the news that our baby girl was born with Down Syndrome, the biggest concern was the uncertainty regarding her health, level of understanding and ability to be independent.
But as time has passed, our uncertainties have changed and questions like the ones above are constantly in our minds.
The burden of stress is great for parents of those with special needs. Finding resources and services for your family could be intimidaitng and challenging.
Our Comprehensive Approach
There are practical and accessible solutions for these concerns. We can guide you so that you have the peace of mind that comes knowing that your child is protected even when you are no longer here.
We have years of experience helping families prepare for the unknown while meeting their financial goals.
Ask us about:
- Income Protection
- Estate Planning
- Final Expense
- Funeral Assistance Plans
After 20 years in the financial services industry, we have access to many convenient and affordable products and services that are right for you and your family. If you have questions like these, sign up for a complimentary appointment.
Frequently Asked Questions
- Last Will and Testament
- Living Trust
- Durable and Healthcare Power of Attorney
- Special Needs Trust
- Living Will
Life insurance is an important part of planning your estate and protecting your legacy. We provide the best advice on available products and coverage customized to your individual needs.
Everyone can benefit from financial consulting. We can help you make your best financial decisions at any income level.
Complimentary Appointment
Brief call to review and assess your family's concerns and find the right products and services for you and your family.
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