Special Needs Planning

Do you have a family member with a disability?

Does your financial and legal plan include provisions to protect potential benefits?

Have you structured your assets to grow, preserve and protect them for your family member?

Do you have a comprehensive plan that includes your own retirement, other needs and other personal goals?

There are significant areas that a family with a special needs member has to address that are often overlooked by professionals who do not have personal experience. Steps should usually be taken to protect government benefits. Beneficiary designations must be handled correctly to avoid loss of benefits. Certain saving and investing vehicles may be prohibited. Families usually take steps to create assets to maintain a high quality of life for their special needs family member.

Rob Wrubel, CFP® is a Senior Investment Consultant with Cascade Investment Group.  Rob works with families with a special needs member on investment management and financial planning.

Sign up for our newsletter to receive more information about special needs planning and working with Rob Wrubel or call today at 719-632-0818.

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