Welcome

This site has been developed especially for People who have Disabilities and their Families. Our firm provides clients with specialized Estate Planning, Benefits Eligibility Planning, Disability Services Navigation, and related assistance to more favorably impact oiur client's lives and enhance their well being. My office is not an investment firm, but we can work in collaboration with an Investment Advisor Representative to address our client's financial concerns.   

We also help clients apply for Social Security Disability benefits, understand Medicare and Medicaid, Resource limitations, Asset Protection, Special Needs Trust administration, and we are an approved Employment Network (EN) through the Social Security Administration's Ticket To Work program. Our office expanded our core services. We can now help retirees and pre-retirees understand When and How to Elect Social Security Retirement Benefits. This extended service is extremely important because parent's Social Security retirement election can also impact your child's monthly disability income payment amount.  


                  Upcoming 2018 Workshops and Seminars 


                                         About Us
Note: Seminar seating is limited. We invite first time attendees, only, and we request that financial advisors and agents contact us directly for an appointment to discuss referrals rather than attend our seminars.  
 
Special Needs Trusts, IA ABLE Accounts, Guardianships - Sat. June 2nd 11:00am, University of Iowa Stead Family Children's Hospital - Parents and Caregivers Retreat, Ames
 
Trusts, SSI & SSDI, Medicaid & Medicare, Resource Eligibility for Income and Assets,CMI, CCO, CDAC - Sat. Aug 11 11:30am, Sickle Cell Symposium, UIHC, Dining Atrium, Iowa City
 
 

We are an independent professional firm providing specialized planning assistance to clients with disabilities and their families since 1990. We are not owned by or a subsidiary of any bank, insurance, investment, or financial services company. Our office does not provide legal, accounting or tax assistance. 

Phone: (319) 862-0363
FAX: (319) 862-0354




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