UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
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.
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.
Employer Benefits Consulting
Every individual is unique, and we also believe so are the companies that support those individuals. We work with employers that recognize the value of hiring neurodiverse employees, and other disabilities.
We want to enable employers to fill the talent gap and shortfall while offering competitive benefits to these employees. There is a gap between is offered and the true needs of the population.
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