This site has been developed especially for People who have Disabilities and their Families. Our firm provides clients with specialized Estate Planning, Financial Planning, and Benefits Planning Assistance to more favorably impact their lives and enhance their well being.

We also help clients apply for Social Security Disability benefits, understand Medicare and Medicaid, Resource limitations, Special Needs Trust administration, and we are an approved Employement Network (EN) through the Social Security Administration's Ticket To Work program. Our office recently expanded our core services. We can now help retirees and pre-retirees understand When and How to Elect Social Security Retirement Benefits.

            2014 -2015 Workshops and Seminars 
                                      About Us
10/22, Wednesday, 6:30PM to 8:00PM, (Overview Presentations) Applyig for SSI / SSDI, Estate Planning for People with Disabilities and Guardianships, Williamsburg Community Schools Transition Night  
11/22, Saturday, 10:00AM-11:00AM, Appying for Social Security Disability, SSI and SSDI, 4 Oaks Autism Awareness Family Meeting 
01/27/15, Tuesday, 6:30PM, Estate Planning for People with Disabilities, Arc of East Central Iowa 

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 part of any bank,  insurance, investment, or financial services company.

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