Parent to Parent of Miami
We are a proud partner of Parent to Parent of Miami.
We provide several different workshops throughout the year to educate their families on the importance of Special Care Planning.

Wow Center Board Members
Natalie and Hiram have been serving on the Board since 2017 to help empower individuals with developmental disABILITIES.

Women's Event
Women's Event at Bulla teaching on the importance of Long-term care planning.

Marlins Game
Our Team at The Miami Marlins Game.


We Work For You.
Our holistic approach begins with a foundation of the key areas of future planning including
financial position, protection, investments, tax management, retirement planning and estate
planning. Then, expands to address the additional planning dynamics that families with
special needs face, including:
Life Care Planning
Government Program Integration
Family Dynamics
Legal and Tax Issues
Financial Resource Management
Our process encourages communication among the family’s network of advisors, provides
information, education, resources, and offers customized options that create financial and
legal strategies unique to an individual’s situation.
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Areas of Focus:
Our team focuses on three key areas; Emotional, Financial, and Legal.
EMOTIONAL
Address current and future primary concerns
Create your vision for your life care plan
Access to local organizations and advocacy groups
Prepare a Letter of Intent
How to involve family/friends in the planning process
FINANCIAL
Uncover potential financial pitfalls
Identify financial resources
How life insurance can benefit an individual with special needs and their family
Information on government benefits
Determine current & future plan/care costs
LEGAL
Uncover potential legal pitfalls
Identify guardianship needs or alternatives to guardianship
Identify trustees
Guidance in preparing legal instruments, i.e. wills, trusts, and other legal documents
Determine appropriateness of a properly drafted special needs trust and/or ABLE
account
Services
We add value to our relationship with clients not only by being professional but because we are not afraid to work with your other advisors or consultants in making sure your financial plan is best suited for your needs.
We believe in leaving things better than we found them and want to help you do the same by giving you unbiased information you can trust and depend on.