Special Care Planning

My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care.  

 

As Special Care Planners, we specifically help families;

  • Gain a greater understanding of government benefits

  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid

  • Understand financial issues in special needs planning, including funding special needs trusts

  • Understand the benefits of a Letter of Intent

  • Learn about the role of a guardian and conservator with respect to their special needs dependent

  • Determine how much money is needed to fund a lifetime of quality care

 

The following are Special Care Planning Articles:

 

Tracy Martin Pick is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Florida Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  301 E. Pine Street, Suite 800, Orlando, FL 32801.  407-992-0530.

CRN201910-217046

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