New Client Intake Forms - if you are scheduled for a first meeting with one of us, please download, print and complete these forms. 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
• Client Roadmap
  

Why Work With Us?

As parents and financial advisors, we have a unique commitment to helping other families with special needs achieve financial security. 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.

• Special Needs Planning - Planning for a lifetime of support requires special skills, experience, and resourcefulness. What are the issues you need to consider? What should you look for in a financial advisor? Contact us to discuss what's most important to you.
  
  
  

 

• Our Advisory Process

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• Asset Management
  Discover the benefits of professional asset management.
• Estate Planning
  Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning
  Your financial future is important. Don't trust it to just anyone.
• Retirement Planning
  In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• College Planning
  What will it take to deliver the dream?
• 401(k)
  What to expect from your 401(k) advisor.
• Insurance and Annuities
  Preparing for the unexpected may start with quality insurance alternatives.
• Tax Planning
  Prepare for taxes all year round with this handy reference guide.
• Executive Solutions
  While you are busy managing your company’s future, who is taking care of yours?

Contact Us