UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE

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74 Batterson Park Road, Flr. 1
Farmington, CT 06032

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Comprehensive Financial Planning

Long-term financial for special needs can be complicated and challenging, especially when it comes to legal issues surrounding disabilities. We are here to guide you through the process and make it as easy as possible.

As a group with comprehensive knowledge of governmental and legal instruments regarding special needs, we as a team can come together to shape a financial future for our clients.

Speaking Engagements

Andrew loves to speak at events around the state and nearby states on topics that are to the autism community. These include by not limited too modern money skills, government benefits, retirement and estate planning.

Make sure to check out our Events page and separate sections for our Calendar Events, Advocacy Events, Informational Events, & Social Events that are upcoming soon.

Ongoing Support & Coaching

There are situations where maybe asset management does not make sense and neither does a comprehensive financial plan. I offer my services as a monthly or ongoing basis to provide support on any financial (or many times non-financial!) questions clients may have. 

This can include helping to pay down debt, opening a credit card, among many other possibilities! Contact Us today to learn more.

UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE

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Securities offered through LPL Financial, Member FINRA/SIPC

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, NY, PA, SC, VA, VT

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