The Advocate Blog

Special Needs Financial Planning

The path of planning for your special needs child requires a realistic vision, an understanding of all potential resources, a detailed timeline, and a knowledgeable team. Taking the time to create your Custom Special Needs Plan™ may provide more clarity for your family’s future. Learn more about The Custom Special Needs Plan™ Here are some…
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Planning For Aging Parents

Learn specific strategies for dealing with the emotional, physical, and financial challenges of caring for your aging parents. Our resources, connections, and detailed planning process may be able to help you better manage this confusing journey. Eldercare Financial Planning Resources - click on the resources you'd like for immediate download: 10 TIPS FOR FAMILY CAREGIVERS…
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Personal Financial Planning

Let's design and manage your future together. Our innovative process is designed to create a long term partnership in working towards your family's financial priorities. We hold ourselves to a fiduciary standard and we will always act in your best interest and put your needs above all else. Learn more about The Custom Financial Strategy™
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