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
05/23, Friday at 12:00PM, When and How to Elect Social Security Retirement, Cedar Rapids Public Library  
06/07, Saturday, at 11:30AM, Applying for SSI and SSDI, Corrider Autism Resource Expo, Cedar Rapids Public Library 
09/16, Tuesday, 6:00PM to 8:00PM, AARP IOWA will host When and How to Elect Social Security Retirenment seminar at the Downtown Cedar Rapids Public Library.  A lite dinner will be served compliments of AARP IOWA.  Please click on our Contact Tab to register

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