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.

                  2015 Workshops and Seminars 


                                         About Us
01/10, Saturday, 10:00AM - 11:00 AM, When and How to Elect Social Security Retirement, Learn How to Maximize Your Lifetime Benefit,  Cedar Rapids Public Library   
 
01/13/and 01/15, Tuesday and Thursday, 6:30PM - 7:30PM, When and How to Elect Social Security Retirement,  
 
01/27, 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