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Services Overview

  • If you are scheduled for a first meeting with one of us, please download, print and complete the form below. The process of putting down your thoughts on paper, and pulling together your financial documents, may help clarify your financial goals and objectives, and what's most important to you. This will, in turn, help make our meeting as productive as it can be.

    New Client Intake Form

    Why Work With Us? 

  • As parents and financial advisors, we have a unique commitment to helping other families with special needs achieve financial independence. Planning for the long-term financial needs of a loved one can be complex and overwhelming.

    Recognizing that a customized financial plan can help provide our loved ones with as much autonomy as possible – we help our clients not only create an appropriate strategy, but also implement that strategy.

    Look to us for institutional and private wealth creation and management, along with trust management services including special needs trust advisory services.

    We also enjoy speaking and writing about special needs financial planning. Our articles have appeared in medical and not-for-profit journals. Our speaking engagements include regional and national disability conferences, and public and private workshops for families and professionals.