My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:

• Gain a greater understanding of government benefits
• Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
• Understand financial issues in special needs planning, including funding special needs trusts
• Understand the benefits of a Letter of Intent
• Learn about the role of a guardian and conservator with respect to their special needs dependent
• Determine how much money is needed to fund a lifetime of quality care