For the past 12 months, I’ve been studying at the American College of Financial Services to earn the designation of Chartered Special Needs Consultant™. I had done financial planning for families with special needs children and adults prior to my coursework, but I have to say, studying the subject beyond my personal experience really opened my eyes to the gap between families’ need for financial guidance on these issues and what they’re actually getting. 

There are many important events in life that require one to plan ahead. We devote a significant amount of effort in planning ways for our clients to handle a wide variety of risks. For those without an advisor, or an advisor who only advises on certain aspects of the market, the result of waiting to begin the planning process can be devastating.

Wealth redefined is a tag line that we use for our firm that is the culmination of many years of experience of advising people on our wealth management philosophies and belief systems within our firm. What we’ve learned is that wealth is more than money.

Well, this is it! This is the beginning of a journey of shared thoughts and opinions from a nearly three-decade veteran in the financial planning industry.