Providing Financial Security for You and Your Child
From the moment you welcomed your child with special needs into your family, you knew that there would be so many challenges ahead. With Van Hulzen’s advice and expertise, planning for your child’s financial security won’t be one of them.
Our Special Needs Advisory Practice is rooted in the personal experiences of its leader, Rhett Beal. Even as an experienced financial advisor himself, Rhett was taken aback by the complexities involved when he and his wife became the designated caregivers for her adult brother with special needs. Seeing a lack of information, as well as focused financial services and expertise, Rhett was encouraged to pursue the highly specialized Chartered Special Needs Consultant (ChSNC®) designation, the gold standard for financial professionals advising families with special needs. He then worked within VFA’s comprehensive resources to form a dedicated practice of advisors committed to providing financial security for this underserved community. Their goal is to take you step-by-step on a long journey, helping you to navigate daily challenges, while creating a plan that gives you long-term peace of mind.
This unique Advisory Practice is also actively involved in the community of families with special needs. Rhett is a founding member and treasurer of Infinite Friends, a nonprofit serving adults with intellectual and developmental disabilities. As a holistic practice, we pride ourselves in understanding the everyday challenges that families face, connecting you not only to financial services, but to trusted resources for care and support.
“My wife and I were overwhelmed when first becoming a designated caregiver for my brother in law. Even with my professional background, navigating Social Security and other benefits were especially challenging. I became a Chartered Special Needs Consultant to gain the specialized expertise I needed to help others, and have dedicated this practice to providing holistic support to the parents of children with special needs.”
RHETT BEAL, CHSNC® | FINANCIAL ADVISOR AND VICE PRESIDENT
PLANNING SERVICES INCLUDE:
- Government Benefit Protection Planning
- Social Security Planning (SSI/SSDI)
- Special Needs Trust Funding Solutions
- Future/Long Term Financial Security Planning
- Financial Contingency Planning
- Family Financial Security Solutions
WE ALSO HELP YOU PLAN FOR YOUR TOTAL FINANCIAL OUTLOOK:
Financial Planning
- Retirement Planning
- Tax Strategy Planning
- Social Security and Pension Planning
- Estate Planning Review (Inheritance Tax Planning)
- Charitable Gift Planning (Philanthropy Legacy Planning)
- Insurance Solutions, including Life and Long-Term Care
Investment Management
- Custom Investment Advice and Strategy Building
- Risk Management and Hedging Solutions
- Portfolio Management
- Third-Party Asset Management
- Investment Management for Charities
- Board Support for Non-Profits
