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Navigating Life's Transitions

Planning For Your Family's Special Needs

Raising children can be challenging, even in the best circumstances. But for some, the job is made more complex by mild, moderate, or severe special needs. Our aim is to serve our community by helping navigate the often complex world of financial strategies. 

We know at some point, the family can no longer be the primary caregivers and we want to help make sure that at their absence, the individuals can continue the same level of lifestyle and create independence. We take special care to ensure that assets are aligned and that they do not interfere with government based assistance.

Our Focus

Our first priority is helping you to navigate through the various transitions you'll face as a family with special needs. We help to: 

  • Be better organized, aware and prepared for your financial future 
  • Coordinate with government based assistance 
  • Strategize how to maintain the level of care and lifestyle for the child or young adult 

We want to help ensure that a strategy is available, whether for yourself or your child, so that everyone is aware of what the next steps towards independence are.