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Financial Planning for the Special Needs Family

Posted by Larry Jones on Sep 13, 2018 9:30:00 AM

No Greater Love

Jesus said, "There is no greater love than this, that a man lay down his life for his friends."

If you are the parent of a special needs child that statement has YOU all over it.

Every parent agonizes over the health and well-being of their children. The smallest scratch, or illness, is a matter of prayer and attention for us. We know, however, that one day our precious child will grow to be self-sufficient, and our role will change.

The parent of a special needs child may have no such expectations. It may be that care will need to be provided for a lifetime, and maybe even beyond the lifetime of the parent.

Is that legally and financially possible? Yes!

Read More

Topics: special needs

Financial Planning: the Special Needs Family

Posted by Larry Jones on Sep 21, 2017 9:30:00 AM

No Greater Love

Jesus said, "There is no greater love than this, that a man lay down his life for his friends."

If you are the parent of a special needs child that statement has YOU all over it.

Every parent agonizes over the health and well-being of their children. The smallest scratch, or illness, is a matter of prayer and attention for us. We know, however, that one day our precious child will grow to be self-sufficient, and our role will change.

The parent of a special needs child may have no such expectations. It may be that care will need to be provided for a lifetime, and maybe even beyond the lifetime of the parent.

Is that legally and financially possible? Yes!

Read More

Topics: special needs

Financial Planning for the Special Needs Family

Posted by Larry Jones on Sep 22, 2016 9:30:00 AM

No Greater Love

Jesus said, "There is no greater love than this, that a man lay down his life for his friends."

If you are the parent of a special needs child that statement has YOU all over it.

Every parent agonizes over the health and well-being of their children. The smallest scratch, or illness, is a matter of prayer and attention for us. We know, however, that one day our precious child will grow to be self-sufficient, and our role will change.

The parent of a special needs child may have no such expectations. It may be that care will need to be provided for a lifetime, and maybe even beyond the lifetime of the parent.

Is that legally and financially possible? Yes!

Read More

Topics: special needs

What you don't know can hurt you!

As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.

Are you:

  • concerned that your tax bill is too high?
  • tired of watching your nest egg decline by significant amounts every 5-7 years?
  • wishing you could find more free time?
  • looking for ways to help protect yourself against litigation that could destroy all you have worked for?
  • worried that Uncle Sam is going to enjoy your retirement more than you are?

If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.

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