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, 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

04/15, Tuesday, at 6:30PM, Understanding Guardianships, Arc of East Central Iowa, Cedar Rapids

04/24, Thursday, at 6:30PM, When and How to Elect Social Security Retirement Benefits, Cedar Rapids Public Library 

04/26, Saturday, at 10:30AM, When and How to Elect Social Security Retirement Benefits, Cedar Rapids Public Library 

...read more


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 insurance, investment, or financial services company.


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