Welcome

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, 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 a parent's Social Security retirement election can also impact your child's monthly disability income payment amount.  


                  Upcoming 2016 Workshops and Seminars 


                                         About Us
When and How to Elect Social Security Retirement, Dates TBA Prefer no walk-ins and No Repeaters.  Attendees are welcome to schedule an office appointment to view our OPUS presentation.
 
The A, B, C, and D's of Medicare, 12:00PM, on Thursdays, Dates TBA These short educational sessions will help you understand the Medicare entitlement and will also include an explanation about Medicare vs. Medicaid and how you can shelter assets from nursing home spend down.
 
 

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 advice. 

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




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