About
They have been helping individuals with special needs planning for over 30 years. Their services include understanding government benefits, providing funds for dependents, and creating a solid plan for the future. They also offer educational resources on their YouTube channel, covering financial topics such as investments, insurance, and special needs planning.
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
Special Needs Planning
They help individuals understand government benefits, provide funds for dependents, and create a solid plan for the future.
