Stonebridge Financial Group Special Needs Planning
Stonebridge Financial Group Special Needs Planning

At Stonebridge Financial Group we believe that caring for a loved one with special needs requires a team focused approach.

When you have a loved one with special needs, it is important to plan for their financial future. The cost of care and support can be significant, and without proper planning, your loved one may be left without the resources they need to live a comfortable life.

One of the most important steps in special needs financial planning is creating a comprehensive plan that considers your loved one’s long-term needs. This plan could include setting up a special needs trust account to provide a source of funding for expenses that Medicaid and other government programs may not cover. It is important to work with a financial planner who focuses on special needs planning as they can help you navigate the complex world of government benefits and ensure that your loved one’s financial future is secure. Another aspect to consider is the creation of a will that clearly outlines how your loved one’s assets will be distributed upon your passing and ensure that their financial needs are met even after you’re no longer able to provide for them.

Lawyers, financial consultants, healthcare providers, family members and many more all need to be part of the process. In addition, conveying all of an individual’s nuances and preferences as well as complex medical information to future caregivers can be a daunting task.

Blair Martin, our firm’s managing principal, is intimately familiar with these challenges. Our leader brings a unique perspective to the table when it comes to supporting individuals with special needs. This is because he has a personal connection to the community, with a brother who has special needs. Through his experiences, he has gained firsthand knowledge of the challenges that individuals with special needs and their families face. This has instilled in him a passion for creating a more inclusive and accessible world for all .  This passion is reflected in our company’s values and commitment to diversity and inclusion. His personal connection to the cause also brings a level of empathy and understanding that is invaluable when it comes to supporting clients who have similar experiences. We are proud to have a leader who is dedicated to making a positive impact in the lives of individuals with special needs and their families, both inside and outside of the workplace.

Focusing on the nuances that all individuals have, our clients are better prepared for their financial future and can be confident that their loved ones will be taken care of for the rest of their lives. We look forward to working with you and your team to be certain that your entire plan is coordinated and specifically tailored to their individual circumstances.

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