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 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.


                  Upcoming 2016 Workshops and Seminars 


                                         About Us
The Bi-Partisan Budget Act of 2015 and Social Security When and How to Elect Social Security Retirement, Cedar Rapids Public Library. We make the process less confusing for you. Will you need to elect on or before April 29th?
Tuesday, 04/26
, The session is from  6:00pm - 7:00pm.  Space limited to no more than 20 people. You must RSVP 319-862-0363.  Prefer no walk-ins and No Repeaters.
 
Wednesday Noon Hour Series - The A,B,C, and D's of Medicare, 12:00pm - 12:50pm, 04/27.  
This educational session will provide attendees with extremely important and useful information and in a casual setting. Bring your lunch and drink. RSVP 319-862-0363.
 
 

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.  This office is not a legl firm and we are not a tax or accounting agency.

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




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