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“Where there is charity and wisdom, there is neither fear nor ignorance.”

Avoiding Critical Mistakes in Financial Planning for Families with a Special Needs Child

As the sibling of a brother with Autism and other developmental challenges, and a career financial advisor who focuses on working with families with special needs members, I have seen a number of common financial planning mistakes made by families all of whom had the best intentions.  Even when attorneys and other specialists are included in the planning, the mistakes below tend to go undetected.  If you work with an advisor and attorney who have experience assisting families with special needs children, and you avoid these mistakes, you will be positioning your special needs child for a successful future.            

January, 2014

In addition to providing independent and objective financial advice and investment management services, Oak Wealth Advisors assists families in implementing comprehensive plans for their loved ones with special needs.   For more information, please contact Mike Walther at (847) 945-8888 or mike@oakwealth.com