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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.

Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As...
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When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live...
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...
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Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and...
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Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green...

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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with...
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
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In the special needs community, the end of supports through the school district can be a frightening time for families....
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ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
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