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
Social Security and the Bi-Partisan Budget Act of 2015.  When and How to Elect Social Security Retirement, Cedar Rapids Public Library will begin in June. These new seminars will help make the process less confusing for you. 
Tuesdays, 6/07
, 6/14, 6/21, 6/28: These sessions are from  6:00pm - 7:00pm.  Space limited to no more than 15 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, 6/01. 6/08, 6/15, 6/22.  These short educational sessions will even include a brief explanation about Medicaid and how to shelter assets from nursing home spend down. This is a casual setting.  Bring your lunch and drink. Must 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 legal firm and we are not a tax or accounting agency.

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

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