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 Workshops and Seminars -
About Us
09/23, Tuesday at 6:30PM, and 
09/25, Thursday, at 6:30PM, and 
09/27, Saturday, 10:30AM, 
When and How to Elect Social Security Retirement, Cedar Rapids Public Library - Click on our Contact Tab to register  
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  
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