We specialize in helping any individual, family, or employer of those with autism and other disabilities to pursue financial independence. We are striving to enhance their quality of lives and their future. Everyone's journey is their own and each of us experiences the world differently from everyone else.
The reason we understand this is because we've been there ourselves. Our Special Needs Advisors help you to understand what's most important to you in life and why it's important. No matter who you are, the financial security of your family is of vital importance. We know disability is just a word, a diagnosis a label that limits our imagination and expectations.
The reason we understand this is because we've been there ourselves. Our Special Needs Advisors help you to understand what's most important to you in life and why it's important. No matter who you are, the financial security of your family is of vital importance. We know disability is just a word, a diagnosis a label that limits our imagination and expectations.
Services
We understand the stress and strains of everyday life and the potential confusion for those who are not familiar with the financial planning process. We're different from other firms because we take it personally, and we have personal real-life experience. We simplify the financial planning process and provide solutions to make our clients feel comfortable with their financial planning process throughout their lives.
We know that you or your dependent are more than just a diagnosis. Everyone's journey is their own and each of us experiences the world differently from one another. The reason we understand is because we've been there ourselves. Our team's knowledge has been obtained not only through education and work, but also through personal experience.
We will act in a fiduciary capacity for our advisory clients, meaning that we will act solely in your best interest and always put your interests ahead of ours. We will listen to you and ask questions to gain a better understanding of what is important to you and what goals you want to achieve through the planning process.
We are dedicated to providing sound financial planning for anyone who seeks it. We have a fiduciary duty to each of our clients, which means we must make decisions based only on their best interest. We understand and value our clients' goals and work tirelessly to guide them towards those goals. It is a fiduciary responsibility of one party to act in the best interest of another.
At Planning Across The Spectrum we start by asking "why" rather than simply just asking "how". Why are we here and where would we like to end up? Together we need to try and understand the kind of life you want, your values, and the things that are most important to you. We look at your situation on a personal level.
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