Financial Planning

Posted on 06. Jan, 2011 by Curt Linderman in Advertisers Directory

A Special Needs Plan is designed to guide families, like yours, through the Special Needs Planning Process in the development of a proper Financial, Legal, and L.I.F.E.TM Plan.

We are a full services special needs planning firm that works to enhance the lives of those with Special Needs and their families.

A Special Needs Plan was designed with the Security and Comfort of your family as our primary mission.  We created the L.I.F.E.™ Process in order to help you define and then assemble a strategy that makes sense for your family.  L.I.F.E.™ stands for Lasting Independence For Everyone™, including you, your special needs loved one and the other members of your family. Our goal is to provide you with the tools necessary to reach your L.I.F.E.™.  Five Distinct Planning Packages were developed for families in various stages of their L.I.F.E.™.


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