SpecialCare Planner
Planning for a Loved One with Special Needs: A Secure Future Starts Here
As a financial planner specializing in special needs planning, I understand firsthand the challenges families face when securing a safe, stable, and fulfilling future for a loved one with disabilities. My name is [Your Name], and my journey is deeply personal—I am not just a professional in this field, but a dedicated father and advocate.
Growing up in a large family in Opelousas, Louisiana, and raising my own family alongside my wife, Andrea, I know the importance of strong family bonds. Our daughter, who has Warburg Micro Syndrome, has given me a profound understanding of the complexities of special needs planning. I have spent my career helping families navigate this intricate process with empathy, expertise, and a steadfast commitment to their well-being.
With over two decades of experience in financial services, I hold designations as a Chartered Financial Consultant (ChFC) and a Chartered Special Needs Consultant (ChSNC) from the American College of Financial Services. My qualifications, combined with my role as a CASA volunteer and advocate for policy change, uniquely position me to guide families like yours through the financial, legal, and care-planning aspects of special needs planning.
How I Can Help
- Comprehensive Special Needs Life Planning – Ensuring a lifetime of care and stability through personalized financial strategies.
- Government Benefit Protection – Structuring assets to supplement, not jeopardize, essential means-tested benefits like SSI and Medicaid.
- Legal Guidance – Helping parents understand supported decision-making, power of attorney, continuing tutorship, and interdiction to protect their adult child’s best interests.
- Special Needs Trust & Estate Planning – Collaborating with legal professionals to establish the right financial and legal safeguards for long-term security.
Your Family’s Future Matters
Navigating these decisions can feel overwhelming, but you don’t have to do it alone. Whether you are just beginning your journey or updating an existing plan, I am here to walk alongside you every step of the way.
Schedule a Consultation Today Let’s create a plan that gives you peace of mind and your loved one the secure, happy future they deserve. Click below to schedule a free consultation, and let’s start planning for tomorrow, today. Schedule a Consultation
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