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What Makes Us Different

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What Makes Us Different

We are no strangers to autism at Planning Across the Spectrum. It has touched all of us here in one way or another. We know the challenges that it can present firsthand and how overwhelming it can seem at times. There can be pain, fear, and uncertainty Through that fear, uncertainty, and challenges, we also know that autism means different, not less. We know that you or your dependent are more than just a diagnosis. Everyone’s journey is unique and each of us experiences the world differently from one another.

The reason we understand is that we’ve been there ourselves. Our team’s knowledge has been obtained not only through education and work but also personal experience.

Our mission is to help individuals and/or the care teams of those with autism to feel financially free. We are here to help autistic individuals enhance their quality of life while walking the path of financial independence. We work as part of the care team rather than just for the care team. We aim to create long-term relationships to journey with you through each phase of life.

Financial planning is about more than preparing for retirement. It’s about working toward short- and long-term goals and helping protect the most important things in life.

A strong plan is developed in a collaborative manner and includes a balance of products that are flexible enough to meet changing needs across a client’s personal and professional life.

  • The first step to achieving a strong financial plan is creating a strategy that has a goal to:
  • Prepare for a secure, comfortable retirement
  • Manage current taxes
  • Pro-actively manage and control debt
  • Help prepare for a child’s college education
  • Provide loved ones or heirs in the event of death, disability or critical illness
  • Protect businesses and their employees
  • *Financial Planning offered through LPL Financial, a Registered Investment Advisor.

A strong planning process is paramount in creating a cohesive financial plan.

A plan should be designed with a goal to ensure liquidity, to allow its owner to access funds when needed. It must also take into account the key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

With these goals in mind, the first step is to assess needs. This involves a consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that address his or her needs.

This goal-based financial planning approach is designed to help:

  • Define customized short- and long-term goals that ensure only suitable financial products and services are chosen
  • Identify roadblocks or gaps that might impact the financial planning strategy
  • Continually monitor the plan to ensure it meets changing needs and circumstances

Contact us today to find out more about our process and learn how a sound financial plan can help you pursue your goals.

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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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