Broker Check

Special Needs

My wife and I have adopted 7 children, 4 with special needs (Down syndrome). As you can probably understand planning for those with special needs holds a special place in my heart. I hope that this site helps to answer some of your questions or even starts you thinking about this specialized area of planning.

Below are some of the pictures of our special needs kids. I think you will agree that these kids are truly SPECIAL.

Special Needs Trust

Trusts for Children with Disabilities

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The ABLE Act

Achieving a Better Life Experience Act

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Key Financial Data

2019

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.