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.
