Special Needs Planning
Promising Our Loved Ones A Safe, Happy Life
When a child is born with special needs or when the realization that a parent will be raising a child with special needs arises, it is usually unexpected and can have an emotional impact. It can cause us to freeze up immobilizing us and preventing us from making ANY financial decisions. Because of the unique needs of families who have a member with disabilities, it's important to consider ALL the factors to develop a coordinated plan that provides for the lifetime of the needs of the individual.
Support for your family starts here at Greater Promise.
There's an unspoken promise when a child is born to protect and provide for him/her. There's no Greater Promise than our love. #life financial planning, #special needs families, #special needs planning
Guaranteed Lifetime Income
How can guaranteed lifetime income, in which the beneficiary receives regular predetermined payments for the rest of their life, help your child?
For a lot of special needs families, a guaranteed lifetime income can provide a stable and reliable source of funds, helping to cover ongoing care and living expenses for their loved one. Let's talk about how this, special needs planning, might be something you consider for your child. # life financial planning
ABLE Account Enrollment
ABLE (Achieving a Better Life Experience) accounts are tax-advantaged savings accounts for individuals with disabilities and their families that allow special needs families to save money for disability-related expenses without jeopardizing their eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI).
Are you concerned about maintaining Medicaid eligibility for your child? Let's get you set up with an ABLE account today! # life financial planning, # special needs planning
Special Needs Planning
Comprehensive Future Planning:
Ensure your child's future is secure even when you can't be there. At Greater Promise, we specialize in creating detailed, long-term financial plans tailored to the unique needs of special needs families, providing peace of mind that your loved one will be cared for.
Are you familiar with the need to establish trusts and guardianships?
Is understanding and maintaining government benefits important?
Do you worry about your child having an effective, financial and legal transition that promotes independence, well-being, and a high quality of life? Let's talk! # life financial planning, # special needs planning
Michael Wardeh, ChSNC
As Chartered Special Needs Consultants, special needs planning starts by documenting your goals and then comparing them to your current portfolio. We use state of the art financial planning tools designed to make understanding your future easy! It is absolutely our job to look for tax advantages, and to help you guarantee the transfer of assets through estate planning. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals because we offer fee based and asset based consultation plans.
- Contact us for a complimentary review of your current status so we can help you achieve your goals!
- Email michael@greaterpromisefinancial.com
- Call me 689-220-1984
- Schedule an appointment:
- https://michaelwardeh.insurance-pro.org/book-now