Financial Planning

Special Considerations

Special Considerations has created two options that make the sensitive topic of planning for a dignified end of life easy to implement- Special Considerations Trust and Insurance for funeral expenses.…

Harbor Investment Advisory – The Curran Knittle Group

Monty Knittle, James W. Curran(They focus on Special needs planning)

1847 Financial

Patrick Bergmaier CFP CH SNC Financial planning for families who have loved ones with Autism and other disabilities

Merrill Lynch Pierce, Fenner & Smith Inc.

Brittney Yanchek, Branden Sacks(They focus on Special Needs fin. planning)