1000 Corporate Drive,
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.
Natalie and Hiram served on the board from 2017- 2020. They still support and advocate for their individuals with intellectual disABILITIES.
Proud Sponsors of Parent to Parent of Miami’s Annual Gala in raising funds for the Special Needs Community.
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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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 ABLEaccount
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.
We have interesting videos for you to watch on my site.
You can review interesting calculators on my site.
You can review interesting articles on my site.