Leo Rotman

Record last updated 2020/02/14 Comment on this info .Update this info

Narrative

Updated on 02-14-2020.

We are financial planners who help our clients create holistic, integrated plans, including special needs planning. We help coordinate with an attorney to create a special needs trust and help design the best long term funding so that the individual with special needs is always financially taken care of. We also educate our clients on what government benefits are available and how they fit in, including SSI and Mass Health. We have presented our educational workshop to numerous ARC's, SEPACs, New England Center for Children, Wayside, and numerous other agencies who look to us for unbiased educational advice.

Consultant Specialties

• Life Planning (Personal Futures Planning)
• Money Management Specialist (Financial Planner)
• Savings & Retirement Planning (Financial Planning)

Populations Served

• Asperger's Syndrome
• Autism Spectrum
• Birth Defects
• Blind
• Brain/Head Injury
• Cerebral Palsy
• DeafBlind
• Developmental Disability
• Dual Diagnosis - ID/MI
• Elderly Person with disabilities
• Epilepsy/seizure Disorder
• Intellectual Disabilities
• Language Impairment
• Multiple Disability
• Physical Disabilities
• Rett Syndrome
• Visual Impairment

Ages Served

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

Languages Spoken

• Russian

Accessibility Features

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

Additional Information