Services
Special Needs Financial Plan
- Item Number
- 42
- Estimated Value
- 2500 USD
- Sold
- 310 USD to Live Event Bidder
- Number of Bids
- 1 - Bid History
Item Description
Comprehensive overview of the financial and special needs planning processes. A four step process providing a roadmap to meet both parent retirement objectives and special needs trust funding, and also to establish a roadmap for a plan of care for when the parents cannot be the central caregiver.
Item Special Note
This is a two part meeting. In the first meeting we will seek to understand your family, its goals and needs. In the second meeting we will review an action plan to help accomplish your goals (both meetings are included in the package).
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