Financial Advice for People with Disabilities & Their Families

Financial Advice for People with Disabilities & Their Families

  • The specialized financial advice clients with disabilities and their families require, is largely absent from the marketplace.
  • Most financial institutions and professionals are unaware of or do not understand important complex government income support programs and benefits our clients must navigate.
  • Traditional advice not only fails to capitalize on the financial benefits government provides, but often runs the risk of unwittingly jeopardizing a client’s eligibility for these programs as well.
  • Clients, other professionals, and agencies have turned to us for more than a decade to help them navigate the complex terrain they face.
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Contact us today to book a meeting