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Thank you for setting up a meeting with us! We're eager to discuss your financial goals and explore how we can work together effectively. Looking forward to our conversation!
Our Story
Michael, a former corporate executive, shifted gears after COVID-19 and his son's Autism diagnosis in 2022. Realizing life needed more than just work plans, he dove into financial services, particularly for special needs, as he found there were limited resources when researching the topic.
Now, he's a Miami-based Financial Services Processional and Blogger, sharing insights to help families, especially those with special needs, navigate their financial futures.
DID YOU KNOW...
There Are Multiple Ways to Fund a Special Needs Trust?
Discover the One That Stands Out.
Personal Savings
While personal savings offer immediate accessibility, they may not always keep pace with the long-term needs of a Special Needs Trust. Inflation and unexpected expenses can quickly deplete savings, leaving the trust underfunded.
Investments
Investments in stocks, bonds, and other assets have the potential for growth. However, they also come with inherent risks. Market fluctuations can impact the value of investments, and there's no guarantee of returns.
Real Estate
While real estate can be a source of steady income through rentals or a lump sum through sales, it's also subject to market dynamics. Property values can go up or down, and maintaining properties can incur costs.
Inheritance
Inheritances can be a generous contribution to a trust, but they're unpredictable. Relying solely on inheritance can leave gaps in funding, especially if the expected inheritance doesn't materialize or is less than anticipated.
Want to know which one stands out??
Life insurance
Life Insurance offers a beacon of stability. With guaranteed sums and tax-free benefits, it provides a shield against market volatility, ensuring that your trust remains robust and resilient for the future. Isn't it time you considered the steadfast assurance that Life Insurance brings to the table? Discover how Life Insurance can be the cornerstone of your Special Needs Trust.
Do you know what’s a Holistic Approach to Care?
(It's essential for these families to partner with experts familiar with special needs.)
When thinking about our financial foundation, we should consider a holistic approach and question ourselves in the following 3 key areas.
Emotional
· Addressing current and future concerns.
· Creating a vision for a life care plan.
· Preparing a Letter of Intent.
· Involving family in planning.
Financial
· Recognizing potential financial pitfalls.
· Identifying financial resources.
· Estimating current & future care costs
Legal
· Recognizing potential legal issues.
· Understanding guardianship needs.
· Identifying trustworthy trustees.
· Preparing essential legal documents.
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