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

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.