Special Needs Planning

Come to Us for Special Needs Planning

As a Special Needs Advisor, I assess the needs of the individual with disabilities and their families, helping them with decisions that arise in each stage of a disabled person's life from birth through death, such as:

Jeremiah with a Friend — Springdale, AR — LFG: Special Needs Division
  • Insurance Protection (Risk Management)
  • Budgeting in the face of a possible reduction in income (spouse staying home to provide care)
  • Building Support Community
  • Individualized Education & Transition Plans
  • How to care for an individual with disabilities as an adult
  • Incorporating ABLE accounts and Special Needs Trust
  • Potential Tax deductions (qualified disability expenses)
  • How to qualify and when to apply for state and federal benefits
  • Guardianship vs. Supported Decision Making
  • Research and answer questions a client may have regarding their specific circumstance

Get In Touch

We’re here to help! Simply call 479-222-1050 to discuss your requirements.

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