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, Asset Protection, 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. This extended service is extremely important because a parent's Social Security retirement election can also impact your child's monthly disability income payment amount.  


                  Upcoming 2017 Workshops and Seminars 


                                         About Us
Note: Because seminar seating is limited, we invite first time attendees, only.  Also, financial advisors and agents should contact us directly for an appointment rather than attend our seminars.  
 
Understanding Medicare A, B, C, and D's, Tuesday, 06/13, 12:00pm -1:00pm - This lunch hour educational session will help you understand the Medicare Entitlement program.  We will also include an explanation about Medicare vs. Medicaid and we will show you how you can shelter your estate assets from nursing home expenses.
 
When and How to Elect Social Security Retirement, Thursday, 06/15, 12:00pm -1:00pm - This short educational session will help you understand the nuances of Social Security retirement elections and we will also show you ways you can maximize your lifetime benefit payout. 
 
 

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 a subsidiary of any bank, insurance, investment, or financial services company. Our office does not provide legal, accounting or tax assistance. 

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




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