FAI-Special Needs Planning

Special planning for special needs.

Long-term financial planning is so important to ensure that special needs dependents continue to receive the necessary care as they grow into adulthood. At FAI, we understand that planning for lifetime care is a complex process. That’s why we employ a unified approach that also involves a team of highly-qualified legal and health professionals. We help families plan for the future of their dependents with special needs, including the preservation of any government benefits, insurance benefits, and additional financial strategies that will help to provide lifetime quality care.

Recent News

Recent News

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...