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 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.

                  Upcoming 2016 Workshops and Seminars 

                                         About Us
The Bi-Partisan Budget Act of 2015 and Social Security When and How to Elect Social Security Retirement, Cedar Rapids Public Library. We make it less confusing.                                     

Tuesday, (02/03), and Thursday, (02/11) at 6:00pm - 7:00pm, and Saturday, (02/13), 10:00am -11:00am.  Space limited to only 20 people. You must RSVP 319-862-0363. No walk-ins and no repeaters
02/09, Tuesday, Special Needs Trusts, Arc of SE Iowa, Iowa City, 6:00pm-7:00pm  WILL RESCHEDULE
February and March Wednesday Noon Hour Series - The A,B,C, and D's of Medicare (watch for dates)

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

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