Your Subtitle text
Special Needs Services
Founded by an experienced advisor whose brother is on the Autism spectrum, Oak Wealth Advisors possesses the skills, experience, and relationships to assist families with special needs members in a comprehensive manner. Unlike many firms that sell proprietary investment or insurance products to the special needs community, our advice is completely objective and free from conflicts of interest.
We recognize that the financial planning challenges faced by families with special needs members are significant. We take great pride in helping families quantify and plan for today's needs and those that are likely to follow.
In addition to the comprehensive wealth management services we offer, our special needs families also benefit from our implementation and coordination of services in the following areas:
We recognize that the financial planning challenges faced by families with special needs members are significant. We take great pride in helping families quantify and plan for today's needs and those that are likely to follow.
In addition to the comprehensive wealth management services we offer, our special needs families also benefit from our implementation and coordination of services in the following areas:
Legal Planning: Special needs attorneys play a critical role in the planning process for families with special needs members. Special Needs Trusts, guardianship, and support in getting desired services and benefits are all reasons to work with attorneys. We work with your attorneys and can introduce other attorneys who specialize in these areas.
Education Planning: Each person's special education needs are different and the programs and services offered in different school districts can vary significantly. We help clients understand their rights to free appropriate public educations for their children and connect them with advocates and attorneys when the individualized education plans for their children are not meeting their needs. We also make referrals to specialists who help families place their children in schools and programs around the country to assist in their development.
Benefits Access: Obtaining and maintaining access to benefit programs is a critical component of special needs planning. There are many different forms of aid available depending on the individual's circumstances. It is also important to understand that many valuable programs are only available to special needs individuals who can qualify for them.
Care Management: The challenges of providing care increase as the care givers of special needs members grow older. Insurance coverage, care providers, and care facilities all need to be re-evaluated on a regular basis. Proactive planning can be critical since long waiting lists exist at many desired facilities.
Residential Planning: The ages at which people will need residential solutions outside the home and the level of care required are often difficult to know with certainty in advance. We introduce agencies and help clients evaluate their alternatives and resources.
Social and Recreational Services Access: Helping those with special needs develop fully and enjoy life are objectives that we share with you. We introduce programs, groups, and agencies that provide opportunities for individuals with special needs to get the most out of life.
Income Tax Planning: Raising a child or caring for a parent or spouse with special needs is expensive. We help families with special needs members benefit from the deductions available to them and provide their accountants with comprehensive reporting that can help to minimize their tax preparation time and fees.
For additional assistance, we encourage you to visit our Special Needs Resources page which has links to agencies and organizations that provide services to the special needs community as well as documents that you may find helpful.
To reach Oak Wealth Advisors, please click here to contact us.