Special Needs Planning
If you have a loved one with special needs, we can help. Redwood Financial Advisors can help your family address complex financial needs and develop a purposeful plan to help reach your goals, while strengthening your loved one’s financial future.
Together, we can help you address financial topics including:
- Planning for the future.
- Paying for medical expenses, caregiving and home modifications.
- Financial support—while you’re alive and after you’ve passed away.
- Strategies that may help you provide your child with supplemental financial resources that won’t interfere with your child’s ability to receive government benefits.
Special needs information
If you have a loved one with special needs, we are here to help. When you work with our team, you have a guide who stands by your side as you address complex financial needs. Download this flyer for more information.
Learn more about special needs trusts, including how they can protect your loved ones as part of your overall special needs planning. Read this article for more information.
Do you have a loved one with disabilities? You can depend on us to put our years of special needs planning experience to work in support of you and your family. Read this article for more information.
We can help you focus on essential financial topics, including planning for the future, paying for medical expenses, financial support, government benefits and other important needs. Read this article for more information.
When you work with our team, you have a guide who stands by your side. Let us put our years of special needs planning experience to work for your family. Contact us to learn more.
Thrivent financial advisors and professionals have general knowledge of the special needs programs available. For complete details on your situation, please contact the applicable federal or state program for details and eligibility.