Tried-and-True Steps to Serving a Growing Client Base

People with Special Needs Require Special Skills

Mary Anne Ehlert, CFP

Financial professionals should be aware of a new, still growing but underserved market of individuals who require special needs planning. Given an increasing number of families with children and, in some cases, elderly parents with disabilities, proper special needs planning is essential to ensure that those loved ones qualify for government benefits without the needless and preventable loss of assets. Well-educated and informed financial professionals can provide invaluable advice that will elevate their relationship with clients. This article highlights potential missteps that might result in substantial financial losses and thus potential professional liability.