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 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
11/12, Thursday, 6:40pm - 7:20pm, Understanding Guardianships, Grant Wood AEA, Kirkwood Communtiy College, Monticello Campus
11/17, Tuesday, 6:00pm - 7:00pm, Special Needs Trusts, Arc of South East Iowa, Iowa City
11/19, Thursday, 6:00pm - 7:00pm, When and How to Elect Social Security Retirement with the Bi-Partisan Budget Act of 2016 New Rules, Cedar Rapids Public Library

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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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