Special Needs Planning
We help people with special needs and their families navigate the complexities of government benefits and special needs trusts through comprehensive financial planning.
We guide our clients through the financial planning process to help our clients turn their vision of retirement into reality.
We help our clients with business continuation and business succession planning.
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Using the financial planning process, we will collaborate with you to create and implement a financial plan grounded in your values and tailored to meet your goals.
You come first! We are committed to building a deep relationship with you so that we can help you make sound financial decisions now and at every stage in your life.
We use our knowledge and experience to guide you through the financial planning process to help you build and implement a plan grounded in your values, goals, and dreams.
With access to a wide range of investment tools and strategies, we help our clients by implementing a strong investment strategy that aligns with their goals. For our clients who are building their future we look at how much wealth you need to live the life you want and help you create and implement strategies to grow your wealth so that you have what you need when you need it. For our clients who are living on their own resources, we look at how much you need to live on and help you create and implement strategies to preserve your wealth and enjoy the fruits of your labor without outliving your financial resources.
With access to a wide range of insurance tools and risk management strategies, we help our clients protect what they have at every stage in their life, and we make sure our clients have plans in place for when life throws curve balls. Whether it is an early death, becoming too sick or injured to work during your working years, taking care of a loved one with special needs, losing physical or cognitive function, or simply living “too” long, your financial plan is not complete if it does not include strategies to manage these risks.
Yechiel Shalom Goldberg, Ph.D., CFP®, ChSNC®SpecialCare Planner
CERTIFIED FINANCIAL PLANNER™ Professional