Insight-based advice

I am a Registered Financial Advisor with UBS Financial Services, Inc, one of the world's leading financial and wealth management services firms. I advise many clients including individuals who have special needs and/or their guardians, curators, and trustees in establishing an investment plan, an estate plan and a budget designed to meet their financial needs. In regards to investment planning for families who have love ones with special needs, I am a father of two boys and in 1984, my oldest son was born with life impacting special needs requiring total long-term care. As a result, I have become an informed parent and advocate for individuals with special needs regarding federal, state and local resources to help coordinate entitlement integration and benefits protection. Consequently, my professional and personal life has become interwoven. Thru UBS, I have access to professional tools necessary to provide estate planning, full service investment planning and Corporate Trustee Services to families and/or love ones who have special needs. Therefore, in addition to helping individuals plan for retirement, a large part of my professional practice focuses upon helping clients establish "Special Needs Trusts" usually funded with personal injury settlements by working with Personal Injury attorneys to protect client asset sensitive government benefits i.e., Medicaid and SSI. This may lead to further estate planning for families who need to create "Testimentary Special Needs Trusts" through their will to protect the government benefits for their love ones with special needs. Feel free to call me if you have any questions regarding my professional services.