Families with Special Needs

Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming. While the process may not be easy, it doesn’t have to be difficult. All you need to do is take the time to understand the basics, get the professional help you need, and proceed in an organized fashion.

What is Special Needs Planning?

  • Balancing your present and future needs with your loved one’s present and future needs
  • Create and implement personal care, financial and legal plans
  • Learn about the Government/Federal Benefits for your loved one
  • Appoint a guardian and/or conservator to follow through with care in your absence

One of the most important parts of Special Needs Planning is to calculate the approximate supplemental cost for the life of the individual with special needs today and when the main caretakers are gone. The services we provide can help improve the quality of life for people with disabilities and special needs and give you the peace of mind that your loved one‘s needs will continue to be cared for and supported.

Estate Planning Tips!  
Article: Thirteen Estate Planning Tips for Beneficiaries with Special Needs

*This information is for general purposes only.  This information is not intended to be a substitute for specific professional financial advice.

Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.  Advisory Services offered through Newcastle Financial Advisors, Inc. a Registered Investment Adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com


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