Hi, I’m Mickey Cohen, an associate consultant at Oak Wealth Advisors. Today, I’m excited to share tip number 5 of our Top 10 Special Needs Financial Planning Tips.

Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed to acting in your family’s best interest is a crucial step in protecting your family. Additionally, having strong and determined advocates who will continue to support your loved one’s needs can make a great difference.

We encourage you to visit our website and explore our resources for more ways to plan and protect your loved one with a disability. Thanks for watching and stay tuned for tip #6 coming in November.