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Special Needs Division

We provide advisory and planning services to special needs families.

As a wealth advisory firm, our goal is to help ensure your wealth grows and to help ensure that your child or family member has the financial ability to be taken care of.

We are here to help you, your family, or loved one reach Financial independence. 

Nearly one-fifth of all Americans—more than 54 million men, women and children— have a physical, sensory or intellectual disability, according to the National Organization on Disability.* More than 2/3 of families say they are very concerned about being able to provide lifetime care for their dependents with special needs, according to the 2011 Torn Security Blanket Study.* Almost 75% have not named a trustee to handle the child’s finances and 56% say they are unfamiliar with the steps needed to identify a trustee to watch over their dependent’s financial holdings in the future.*

We understand how important financial planning is for Special Needs families to plan for their own future as well as their child or family member’s future. We are with you every step of the way to make sure we have identified, maximized and protected your child or family member’s eligibility for government benefits, considered costs for future care, have Special Needs Trusts in place and discussed future estate planning.

Financial Management Services for Special Needs Families. 

Families 

Individuals

What can we do for you?

Our Special Needs Planning Division focuses on providing investment advice, substantial planning, and advisory services to special needs families, their children, family members, and loved ones.

These are just a few reasons why our Special Needs Planning Division is so vital and we are proud to have an advisor who has obtained the Certified Special Needs Planner designation as part of our team at OneSouth Florida Wealth Advisors.

• Identify, maximize and protect your child or family member’s eligibility for State and Federal benefits
• Research the Able account benefits and if they are applicable to your family
• Consider costs for future care medical costs and therapies
• Compare Group Homes versus Independent Living
• Research Special Needs Trusts
• Explore the different types of Guardianships and Powers of Attorney
• Create a Letter of Intent
• Discuss future estate planning.

Our team is here to help you!

What to expect?

Absolute attention, commitment, and dedication from each of our team members. An advisor will be with you the entire time to help you achieve your financial goals! All of our advisors are trained to manage their accounts with integrity and professionalism. After your initial consultation, we'll ask you a series of questions and conduct an analysis to integrate you into our "needs-based" approach to help you achieve your fiscal objectives.

Our Process

An Objective Approach To Problem Solving

Critical to our "needs-based" approach is our ability and commitment to listening and asking questions. Our goal is to assist them in achieving their goals through implementing our four step process:

Analyze

Before we recommend any product or service, we inquire and receive feedback to each client's individual circumstances and financial objectives. We then analyze their insurance and investment portfolio to identify and disparities that exist.


Recommend

We provide our clients with strategies to substitute or support their current financial objectives.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services. You may also work with the advisor of your choice.

Review

We work with our clients to establish a timeline of reviews to monitor their financial progress and evaluate the next steps to achieving their fiscal goals. 

A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.

Please fill out the form below to request an individual, complimentary consultation to how we can guide you.

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*Sourced: www.specialneedsplanning.net/statistics viewed on 3/23/19