Record last updated 2024/10/10 Comment on this info .Update this info

Narrative

John has over 20 years of experience in the financial services industry. He focuses on coordinating the legal and financial aspects of planning to create independence and security for the lifetime needs of the individuals with disabilities. He has extensive knowledge of state-wide programs and federal benefits, funding strategies for special needs trusts, asset management, legal settlements and insurance protection and residential options. HIs services include financial planning, special needs estate planning and investment management.

Consultant Specialties

• Consultation
• Life Planning (Personal Futures Planning)
• Making a Will & Legal Services (Estate Planning)
• Money Management Specialist (Financial Planner)
• Savings & Retirement Planning (Financial Planning)
• Trusts
• Understanding Disability (Disability Awareness)

Populations Served

• Asperger's Syndrome
• Autism Spectrum
• Behavior Disorder
• Blind
• Chronic Health Impairment
• Deaf
• DeafBlind
• Developmental Delay Birth to 3
• Developmental Disability
• Elderly Person with disabilities
• Language Impairment
• Multiple Disability
• Physical Disabilities
• Speech Impairment

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

Additional Information

• Areas of Concentration: Financial plannning
• Hours: 8:00am to 6:00pm