We offer special needs Consulting Services to those who do not wish to complete a Comprehensive Life Plan, but require guidance or help navigating specific planning issues.
We work directly with families and caregivers, attorneys, CPA’s, financial professionals, and other consultants because of the many complex issues required to refine and develop a viable and realistic outcome. Since we understand how each step impacts the plan, our integrated approach charts and holds a course that help our clients achieve their desired financial and life care goals.
Our ultimate goal is to help you find hope and solutions. All initial consultations are free of charge.