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Posts filed under: The Special Needs Advisory

The Special Needs Advisory

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Please find important disclosures about this resource HERE.

In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
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Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...
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Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...
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Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive experience managing pooled trusts that...
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Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
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What is the most important document you can create to help ensure that your loved one has the best possible...
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Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
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With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
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Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
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Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
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Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
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Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
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