About
Financial Planning For Families That Have Special Needs is a Miami-based practice offering comprehensive financial services to help individuals and businesses achieve their financial goals. They provide personalized approaches to planning for the future, including insurance planning, retirement planning, estate planning, wealth management, business planning, education planning, and group benefits. Their services cater to families with special needs, helping them navigate complex financial situations. Financial Planning For Families That Have Special Needs has multiple locations in Florida, including Miami, Hollywood, Boca Raton, and Destin. They can be contacted for a complimentary consultation to discuss individual financial needs and goals.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Insurance Planning
They help clients understand the different types of insurance and how they can cover them in case of unexpected events.
Retirement Planning
Their team assists clients in determining how much of their assets they will need to live off of during retirement and how long their assets will last.
Estate Planning
They provide guidance on whether clients need a will or a trust and how the federal estate and gift tax exemption applies to them.
Wealth Management
Their team tailors a personalized strategy that uses a range of financial products and services to address the needs of affluent clients.
Business Planning
They help clients determine the best entity structure for their business and provide guidance on succession planning.
Education Planning
Their team assists clients in determining how to save for their children's education and what savings plans are available.