SNPG
Special Needs Planning Group provides comprehensive and holistic financial planning advice as your advisor as well as an advocate for your family.
Financial Planning
Comprehensive Written Financial Plan
Current & Future Financial Position
Investment Strategies
Risk Management
Tax Management
Retirement (accumulation/distribution)
Estate Planning
Long term strategies and "what if" scenarios
Client Planning Tools & Special Needs Planning
Personal wealth management website
Letter of intent template and instructions
Life care plan – transition points
Funding special need trusts
Navigating the maze of support services
Assistance on choosing and drafting appropriate legal documents
Guidance on receiving, maintaining and preserving government benefits
No “do overs” – mistakes not acceptable or reversible!