Financial Partners of Upstate NY

CONNECT

Address:

147 West Gray Street, Suite 211
Elmira, NY 14901

Phone:

607-734-7194

Fax/Other:

607-442-1496

Special Care Planning

The Special Care Planning process begins with a complete review of your dependent's needs, future care plans, assessment of government benefit eligibility, and finally a review of your family's current financial and legal plans.

John Goldman is qualified to provide Special Care Planning services.  Please contact him to schedule a no-obligation complimentary appointment to learn more.

Critical Issues That Must Be Addressed

1.Protecting future government benefit eligibility for Supplemental Security
Income (SSI) and Medicaid.

2.Ways that a special needs trust can provide lifetime care while still preserving government benefit eligibility.

3.Choice of trustee, guardian, conservator or client self-determination
and advocacy training, if appropriate.
4.Appropriate funding vehicles to fund a special needs trust, including life insurance.

Workshops

Our Special Care Planners are available to present educational workshops which address all the issues listed above and is available to your organization, parent support group, school or business at no cost. Please contact John Goldman at JohnGoldman@FinancialGuide.com for more information or to schedule a workshop.

 

JohJ 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck