Record last updated 2024/07/23 Comment on this info .Update this info

Narrative

Cynthia has over 20 years of experience in special needs financial planning and a lifetime of experience as a sibling of an adult brother with developmental disabilities. She is co-author of The Special Needs Planning Guide, now in its second edition from Brookes Publishing Co.

As a member of the advisory team at Sequoia Financial Group, Cynthia focuses on developing and coordinating financial matters to help create independence and security for the lifetime needs of both the parents and the individual with disabilities. She has extensive knowledge of state-wide programs and federal benefits, funding strategies for special needs trusts, asset management, legal settlements, insurance protection and residential options. 

Sequoia Financial Group offers pro-bono workshops  for families, agencies, and professionals on topics of future planning, sibling issues, divorce and residential planning.  

Consultant Specialties

• Consultation
• Custody & Guardianship (Guardianship)
• Life Planning (Personal Futures Planning)
• Making a Will & Legal Services (Estate Planning)
• Money Management Specialist (Financial Planner)
• Parent Issues (Parenting Concerns)
• Savings & Retirement Planning (Financial Planning)
• Senior Law (Elder Law)
• Trusts
• Turning 22 Help (Transition)

Populations Served

• All Disabilities
• Autism Spectrum
• Developmental Disability
• Elderly Person with disabilities
• Intellectual Disabilities
• Physical Disabilities

Ages Served

• Birth to 3
• 3 - 4
• 5 - 8
• 9 - 13
• 14 - 18
• 19 - 22
• 23 – 59
• 60 +

Accessibility Features

• Able to serve clients in their wheelchair
• Accessible Parking
• Accessible Restrooms
• Elevators
• Wheelchair Ramps

Additional Information

• Areas of Concentration: Special Needs Financial Planning
• Fees: Personal Funds
• Hours: 8:30am to 5:30pm