About
They offer comprehensive financial services, including insurance planning, retirement planning, estate planning, wealth management, business planning, education planning, and group benefits. Their services are designed to help families with special needs achieve their financial goals and secure their financial futures. They have multiple locations throughout Florida, including West Palm Beach, Miami, Hollywood, Boca Raton, and Destin. Financial Planning For Families That Have Special Needs is an agency of The Guardian Life Insurance Company of America and offers securities products and advisory services through Park Avenue Securities LLC. They take protecting their clients' data and privacy very seriously and are committed to providing personalized financial planning services.
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 and navigate various types of insurance, including life insurance, disability insurance, and other forms of coverage.
Retirement Planning
They assist clients in planning for their retirement, including determining how much they will need to live off of during retirement and how long their assets will last.
Estate Planning
They help clients create a plan for managing their assets and ensuring that their wishes are carried out after they pass away.
Wealth Management
They offer personalized wealth management strategies to help clients achieve their financial goals.
Business Planning
They provide guidance on business planning, including entity structure, operating agreements, and succession planning.
Education Planning
They help clients plan for their children's education expenses, including determining how much they will need to save and which savings plans are best for their situation.