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Introducing Our Special Needs Advisory Practice Thumbnail

Introducing Our Special Needs Advisory Practice

We are delighted to introduce our new Special Needs Advisory Practice, designed to support families and individuals with special needs in their unique financial journey. We understand that planning for the financial well-being of a loved one with special needs requires specialized expertise and attention to detail. Our team of experienced wealth management professionals are committed to providing compassionate and comprehensive financial planning solutions tailored to meet the unique needs and goals of individuals with special needs and their families. 

Here's how our Special Needs Advisory Practice can help: 

Specialized Financial Planning: Planning for two generations is a key component of any financial plan for families with special needs children. Taking into account your retirement needs, as well as the unique needs of your loved one with special needs, ensures the financial well-being of everyone. 

Investment Management: By working together, we customize investment strategies that incorporate your life goals and priorities. With your goals and objectives acting as our compass, we make sure that what you are invested in is aligned with what you are investing for.  

Government Benefits Maximization: Government benefits are a complex landscape best navigated with the assistance of a professional. We provide guidance on Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Medicaid, and Medicare. 

Special Needs Trusts: One of the most crucial elements of a special needs financial plan is the special needs trust. Our team will help you establish, fund, and manage special needs trusts, which are critical tools for managing assets and preserving eligibility for government benefits.  

Estate Planning: Periodical estate planning reviews are best practice for everyone. These planning reviews are included in our services to ensure that your loved one's financial future is secure without having to disinherit your loved one with special needs. 

Life Care Planning: A life care plan that outlines your loved one's medical, social, and emotional needs, as well as a plan for their ongoing care and support solidifies your unwavering dedication, even after you are no longer able to care for your loved one. 

At Van Hulzen Financial Advisors, we are passionate and committed to making a positive impact in the lives of families and individuals with special needs. If you have a loved one with special needs, or care about someone who does, our team looks forward to assisting in any way we can and crafting comprehensive and compassionate financial planning solutions that will secure a brighter future for those with special needs. 

*The foregoing content reflects the opinions of Van Hulzen Asset Management DBA "Van Hulzen Financial Advisors" and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.