Special Needs Planning
Planning for a child with special needs is a puzzle with many pieces not found in traditional financial planning.
Coordinating local, state, and federal benefits & waivers, asset protection, estate planning, guardianship, special needs trusts, long term care, and beneficiary designations are just some of the pieces to this complex puzzle.
You need a team who knows how to put all the pieces together. This is where we can help. We have an experienced team to guide you!
Your Dedicated Special Needs Planning Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Andrew Smidt
Financial Advisor
Finances are the often the most stressful thing in people's lives, but it doesn't have to be. This is where I can help. My goal is to relieve that stress from and take out the guess work through individualized financial planning tailored to your needs, goals, and dreams.
Kacy Seitz
ChFC®, CLTC®, ChSNC®
Wealth Management Advisor
As a financial advisor who focuses on special needs planning, I provide clear, thorough and well-designed financial plans for special needs families because I am also a special needs parent who understands the importance of long term planning. I form close relationships with each family I serve and help them to regularly update their plan throughout their lifetime.
Sean Thomas DiGiovanni
Financial Advisor
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs.