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Special Needs Resources
While there is no substitute for personalized advice, it is not possible for Oak Wealth Advisors to serve all special needs families. The resources below are provided to assist the entire special needs community, not just the clients of Oak Wealth Advisors.
Oak Wealth Advisors Special Needs Advisories
Top 10 Financial Planning Recommendations for Families with Special Needs Members
Top 10 Recommendations for families with Children with Autism
Top 10 Recommendations for families with Children with Down syndrome
Top 10 Recommendations for a Successful Transition To Adulthood
Useful documents available to the special needs community and links to the sites of the providers
Special Needs Trust Handbook for Trustees -- from the Special Needs Alliance
Letter of Intent (Instructions for a future care giver) -- from the Academy of Special Needs Planners
Autism First 100 Days Kit planning guide for getting through the initial Autism diagnosis period -- from Autism Speaks
The 10 Signs of Alzheimer's guide to evaluating whether perceived changes are due to aging or perhaps Alzheimer's disease -- from the Alzheimer's Association
With Open Arms comprehensive special needs resource guide -- from Easter Seals
IEP Goals and Objectives Bank list of ideas for inclusion in IEPs -- from Bend-La Pine school district in Redmond, Oregon
Oak Wealth Advisors Special Needs Advisories
Top 10 Financial Planning Recommendations for Families with Special Needs Members
Top 10 Recommendations for families with Children with Autism
Top 10 Recommendations for families with Children with Down syndrome
Top 10 Recommendations for a Successful Transition To Adulthood
Useful documents available to the special needs community and links to the sites of the providers
Special Needs Trust Handbook for Trustees -- from the Special Needs Alliance
Letter of Intent (Instructions for a future care giver) -- from the Academy of Special Needs Planners
Autism First 100 Days Kit planning guide for getting through the initial Autism diagnosis period -- from Autism Speaks
The 10 Signs of Alzheimer's guide to evaluating whether perceived changes are due to aging or perhaps Alzheimer's disease -- from the Alzheimer's Association
With Open Arms comprehensive special needs resource guide -- from Easter Seals
IEP Goals and Objectives Bank list of ideas for inclusion in IEPs -- from Bend-La Pine school district in Redmond, Oregon
Oak Wealth Advisors Relationships
Oak Wealth Advisors stays connected to the special needs community through active board involvement and membership in a number of organizations. Below are the links to some of our current relationships:
The ARC
Autism Society of Illinois
Autism Speaks
Center for Independent Futures
Foundation Fighting Blindness
Learning Disabilities Association of America
Life's Plan
National Association for Down Syndrome
National Alliance on Mental Illness
Northern Suburban Special Recreation Foundation
To reach Oak Wealth Advisors, please click here to contact us.