Special Needs Financial Advisor
Specializing in financial & special needs planning, investments, insurance strategies and products with an advocacy perspective from and for the family's and businesses' perspective. Wrap full resourcing collaboration with medical, legal, educational, govt benefits and other needs services during our life-long process. I'm your team's quarterback leading you into tomorrow, your future and the eventual survivorship / protection of your special needs loved one(s).
Services offered nationwide
- Financial Planning